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Consumer caution ahead of Budget drives drop in footfall – London Business News | London Wallet

Philip Roth by Philip Roth
October 10, 2025
in UK
Consumer caution ahead of Budget drives drop in footfall – London Business News | London Wallet
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According to British Retail Consortium (BRC) Sensormatic data the total UK footfall decreased by 1.8% in September (YoY), down from -0.4% in August.

High Street footfall decreased by 2.5% in September (YoY), down from +1.1% in August and  retail park footfall decreased by 0.8% in September (YoY), up from -1.1% in August.

Shopping Centre footfall decreased by 2.0% in September (YoY), down from 0.0% in August, whilst footfall decreased year-on-year across all nations again: down 0.5% in Northern Ireland, 1.8% in England, 2.3% in Scotland, and the largest decrease of 2.5% in Wales.

Helen Dickinson, Chief Executive of the British retail Consortium, said, “Low consumer confidence ahead of a potential tax-rising Budget kept many shoppers away from retail locations in September.

“Tube strikes in London, heavy rainfall in the first half of September and Storm Amy towards the end of the month exacerbated the decline. While August saw stronger growth in High Street footfall, September saw High Streets back as the weakest performer across all retail locations. For the first time since June, all three retail destinations recorded year on year declines in shopper traffic.

Retailers ability to invest in local communities and High Streets has been hampered by last year’s Budget, which added £5 billion in employment costs to the industry, in addition to a new packaging tax. For retailers to invest in shopping destinations that will entice shoppers back, the government imposed cost burdens holding back that investment must be lifted. The upcoming Budget is the moment for the Chancellor to do just that, deliver the Labour manifesto commitment of a meaningful reduction in business rates for the industry and ensure no shop pays more in the process.

Andy Sumpter, Retail Consultant EMEA for Sensormatic, said, “September saw footfall falter once more, with total UK retail visits down -1.8% year-on-year.

“While Retail Parks continued to show resilience at -0.8%, High Streets and Shopping Centres dipped -2.5% and -2.0% respectively. The month began with a modest uplift, driven by Back-to-School shopping, but momentum was quickly disrupted. London’s Tube strikes mid-month and Storm Amy at the end brought widespread disruption, impacting shopper activity nationwide.

These events compounded an already cautious consumer mood, with many still navigating cost pressures and economic uncertainty. Retailers will now be hoping that September’s slowdown was less a sign of retreat, and more a pause for thought. As we move into Q4, the opportunity lies in converting that caution into confidence—especially for those who can deliver value, experience, and convenience in equal measure. While not easy, it is essential.”



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