While the broader Spanish economy expanded by 2.8% in 2025 and total retail sales grew steadily, driven largely by double-digit gains in e-commerce, the fashion sector struggled. On average, there was a monthly year-on-year decline of 0.8% in clothing and footwear sales, accompanied by sector-specific deflation despite positive headline inflation. Although consumer confidence remained relatively solid, households increasingly prioritised services and savings over fashion purchases
The French retail sector remained largely stagnant in 2025. Subdued sales, declining consumer confidence and cautious household spending negatively impacted footfall and average basket sizes in physical stores. While e-commerce continued to grow, the footwear sector experienced falling sales, negative sentiment and limited inflationary support. Data on imports also suggests that retailers have adopted more cautious inventory management strategies. Even the approval of the new Budget does not appear to lift the cloud of uncertainty hanging over the year ahead
The US Supreme Court has ruled against former President Donald Trump’s use of emergency powers to impose sweeping tariffs. This has prompted reactions from US retail groups and international industry stakeholders
UK total retail sales rose by 2.7% in January, according to the BRC, surpassing the 12-month average of 2.3%. Post-Christmas discounts boosted spending on both food and in-store items
Industry experts point to sustainable natural fibres as the dominant footwear material trend for the next two years, a key insight from the World Footwear Business Conditions Survey conducted at the end of 2025
This is one of the key findings from the World Footwear Business Conditions Survey, conducted in October and November 2025. We asked our panel of experts to share their views on the impact of AI in the footwear industry. Here’s what they told us
BDO’s latest High Street Sales Tracker shows that discretionary retail sales fell by 1.4% year-on-year in December, representing the weakest monthly performance since November 2024
Explore the main retail dynamics across France, Germany, Japan, the Netherlands, the UK, the US and Spain based on our latest Retail Flash reports, highlighting that e-commerce expansion and import pressures continue to reshape retail across Europe, while stronger sales growth occurs in Japan and in the US
According to the National Retail Federation (NRF), 202.9 million consumers shopped over the Thanksgiving-Cyber Monday weekend, up from 197 million last year and surpassing the record of 200.4 million set in 2023
Since May, the UK’s textile, clothing, and footwear (TCF) sector has regained momentum, outperforming the total retail sector and benefiting from increased online demand. But this rebound masks underlying weaknesses in the footwear sector: consumer spending remains low amid persistent price deflation, and imports have fluctuated significantly as retailers adjust stock levels in response to volatile demand. With inflation still above the target rate and the Budget looming, the retail sector has entered the Golden Quarter with improved sales but constrained by economic uncertainty and cautious consumer behaviour
A dozen French retail federations and several major brands have launched an “unprecedented” legal action against Shein for unfair competition, citing non-compliance with regulations
The German retail sector is split in two: the footwear and leather goods market is experiencing one of its worst years, with sales falling by 4.2% year-on-year in the first eight months of the year, while overall retail is growing and e-commerce is booming, fuelled by Asian marketplaces. Complicating matters further, footwear imports have surged in value by 16.9%, defying the decline in domestic sales and raising questions about the country’s trade position. Despite current volatile business conditions and subdued consumer confidence, the industry is cautiously seeking signs of positive change
Retail activity in the UK is showing signs of slowing down, with consumer caution ahead of the Autumn Budget dampening spending and footfall in major shopping areas
Sales of apparel and footwear remain sluggish, with monthly declines compared to 2024. However, while clothing prices in Japan have outpaced general inflation (which is higher than usual for the country’s economy), footwear inflation has remained relatively stable, hovering just above the Bank of Japan’s 2% target. This suggests that, while households are reducing discretionary spending, footwear is less susceptible to price volatility. Nevertheless, rising import costs and exchange rate fluctuations could alter this situation
Unlike our previous forecast, the Spanish fashion sector is currently under pressure, with its turnover down by 2.56% year-on-year in the first half of the year. The footwear sector, in particular, is showing worrying signs, with low prices and cautious consumer behaviour. This has left retailers with high inventory levels and high hopes for summer discounts. However, only time will tell if the slowdown of the Spanish economy due to mounting global geopolitical and financial uncertainty will affect their prospects