1、Q2 2025UK consumer confidence falls for the first time since Q3 2022The Deloitte Consumer Tracker2The Deloitte Consumer Tracker 2025 Deloitte LLP.All rights reserved.The Deloitte Consumer Tracker Q2 2025ContentsTopicPage numberKey takeaways in Q2 20253Consumer confidence4Consumer spending17Outlook23

2、Retail sector update28Consumer products sector update33Leisure sector update37Automotive sector update423The Deloitte Consumer Tracker 2025 Deloitte LLP.All rights reserved.The Deloitte Consumer Tracker Q2 2025Four key takeaways this quarterUK consumer confidence falls for the first time since Q3 20

3、22.The latest Deloitte Consumer Tracker shows that UK consumer confidence fell to-10.4%in Q2 2025 compared with-7.8%in Q1 2025.Takeaway 1Deloittes Consumer Confidence Index falls for the first time since Q3 2022 and reached its lowest level in over a yearAfter recovering from its lowest level on rec

4、ord in Q3 2022 when inflation peaked at 11.1%,confidence was relatively flat in Q4 2024 and Q1 this year.However,the Deloitte Consumer Confidence index fell by-2.6 percentage points to-10.4%in Q2 2025 and is now at its lowest level since Q1 2024 and just above its-10.7%long-term average.Takeaway 2Se

5、ntiment towards job security saw the biggest decline coinciding with signs of the labour market coolingThe drop in the overall confidence index in Q2 was driven by a fall across all six measures included in the index,but the decline was more significant in sentiments around job security and debt.Whi

6、le the UK labour market remains robust,there are concerns corporates demand for labour is weakening due to rises in employer national insurance and minimum wages in April.Takeaway 3Confidence in the UK economy,improves as consumers take comfort from rate cut and the recent UK-US trade agreementAt th