英国国家统计局公布的数据显示,6月零售销售环比增长1%[1],远超分析师预期的下降0.3%[1]。同期年同比增长达4.2%[1],远高于预期的2.3%[1]。
在线销售成为增长的主要驱动力。非店铺零售商(主要为在线企业)6月销售增长4.4%[1],在线销售占比已达自2021年春季以来的最高水平[1]。
热浪天气对消费支出产生显著拉动作用。温暖天气推高了空调、户外产品和服装的需求[1]。服装和鞋类零售商销售增长1.9%[1],创自9月以来最大涨幅[1]。此外,世界杯相关支出也助力提升了销售表现[1]。
分析人士认为,多重因素共同支撑了6月的零售业表现。业内人士指出,互联网零售商表现优异,在线销售比例创冠状病毒限制解除后新高[1],零售商在温暖天气、促销和世界杯热情的共同作用下释放了消费支出[1]。
Britain's retail sector experienced stronger-than-expected growth in June, driven by warm weather and surging online activity, according to data released by the UK's Office for National Statistics [1].
Monthly retail sales rose 1 percent, significantly outperforming the analyst forecast of a 0.3 percent decline [1]. Year-on-year sales growth reached 4.2 percent, more than double the predicted 2.3 percent increase [1].
Online sales reached their highest proportion since spring 2021, following the easing of coronavirus restrictions [1]. Non-store retailers, which are predominantly online businesses, saw sales growth of 4.4 percent in June [1]. Clothing and footwear retailers reported a 1.9 percent sales increase, marking their largest monthly gain since September [1].
The surge was fueled by multiple factors. The heatwave boosted demand for air conditioning units, outdoor goods, and summer clothing [1]. Additionally, World Cup-related spending contributed to the overall sales lift [1].
According to market observers, internet retailers performed particularly well during the period [1]. One analyst noted that "warm weather, promotions and World Cup enthusiasm helped release consumer spending" [1].