Last week I picked out the first five of my ten areas to watch this summer – including oil, which has lived up to its volatile billing. As with so much we discussed, pricing is difficult when structural change has ripped up the old playbook. This week I’m turning my attention to five more issues … More What I’m watching this summer (Part 2)
Profit warnings have grabbed the headlines, but the headline number is actually pretty average for the time of year. What’s extraordinary is the detail behind the profit warnings we saw in an eventful first quarter – and what these warnings say about the rapid reshaping of a large part of the UK economy. … More Profit warnings signal high street blues
This week we’re sharing insights from Jessica Clayton, Head of Retail Transactions and David Larsson, a Partner in EY Parthenon. It’s been a tough few months on the high street, but this week has really put its trials and tribulations in focus with two major retailers going into administration and further restaurant CVA. In this week’s blog, … More Why aren’t the tills ringing in 2018?
This week we’re sharing retail insights from Jessica Clayton, Head of Retail Transactions and David Larsson, a Partner in EY Parthenon. EY research shows UK retailers displaying more discount discipline during Black Friday week itself, when compared to 2016. But, the extended season, slipping sales and growing pressure on consumers doesn’t bode well. Retailers will … More Retail focus: Black Friday….Red January?
We’re wondering if we’ve reached a turning point in the UK economy and if developments here and in the US could shake-up markets this summer. … More Will volatility return this summer?
This week we highlight seven charts, taking us through the maelstrom of market themes that we take into summer. … More From VIX to avocados
This week’s guest editor is Alan Hudson, Head of UK and Ireland Restructuring.
Inflation to the left of me, online rivals to the right…many of our retailers really do look stuck in the middle, squeezed between rising economic and structural challenges in 2017. This week, we’re looking at the EY ITEM Club’s latest thinking on the consumer, in the context of disruptive and structural pressures on the sector, to understand why retail is the subject of so much concern in 2017. And then we ask: what can retailers do to not just survive, but ride the storm? … More Why retail?