The Easter weekend and the sunny weather provided a boost for the retail sector in April 2025, with consumer card spending up 4.5% year-on-year – the greatest uplift seen since June 2023, and above the most recent CPIH inflation rate (3.4%) for the first time in over two years.
The latest data from Barclays also highlighted that “essential spend” returned to growth after two months of decline, at 3.1%.
Garden centres had a bumper month, with spending up 25% versus the same period last year – also the category’s highest growth on record – as people prepared their gardens for the summer season. The pharmacy, health & beauty category also enjoyed a particularly strong month, increasing 15.1%.
Meanwhile, home improvements and DIY stores were up 4%, likely boosted by the recent changes to stamp duty thresholds. Data from Barclays Property Insights report revealed a 50% surge in Barclays mortgage completions in March, as buyers rushed to complete purchases to secure tax savings ahead of the deadline. Many of these new homeowners may have begun painting and redecorating, contributing to an increase in spending at stores selling DIY supplies.
Karen Johnson, head of retail at Barclays, said: “April’s sunny weather inspired consumers to embrace the best of Britain, with all retail, hospitality, and leisure subcategories in growth for the first time in over five years.
“While the long-term impact of any tariffs on household finances remains to be seen, given Thursday’s announcement of a UK/US trade deal, shoppers are demonstrating a commitment to supporting British business, while still carefully managing their money.”
Research conducted in late April showed that seven in 10 UK consumers were concerned about the impact tariffs could have on their household finances, although this was an improving picture compared to the start of the month (77%). Over a quarter reported trying to save more money each month to build up a buffer, in case prices rise in the future.
Additionally, 68% of UK shoppers said they want to support UK businesses by buying more home-grown products. Some 12% were even are willing to pay a premium for British or local products and brands, with this this group happy to pay 22% more on average.
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