"One in five of the 64 profit warnings issued by UK-listed companies during Q3 2025 cited the impact of weaker consumer confidence, the highest proportion recorded for this cause since 2022 and up from just 6% during the same period last year, according to EY-Parthenon's latest Profit Warnings report. While 19% of all profit warnings referenced falling consumer sentiment, this figure rises to more than half (56%) for listed retailers."
"The leading factor behind profit warnings during the third quarter was policy change and geopolitical uncertainty, cited in nearly half (47%) of warnings. This marked the highest percentage recorded for this cause in more than 25 years of EY's analysis, and a significant increase from 17% in Q3 2024. A third (34%) of profit warnings issued in the third quarter cited contract and order cancellations or delays, while 22% referenced tariff-related impacts, including weaker demand and supply chain disruption."
One in five of the 64 profit warnings issued by UK-listed companies during Q3 2025 cited weaker consumer confidence, up from 6% a year earlier. Nineteen percent of all warnings referenced falling consumer sentiment, rising to 56% for listed retailers. Policy change and geopolitical uncertainty were cited in nearly half (47%) of warnings, the highest share in more than 25 years. Thirty-four percent of warnings cited contract and order cancellations or delays, and 22% referenced tariff-related impacts, including weaker demand and supply chain disruption. Nearly 18% of UK-listed businesses issued at least one profit warning in the last 12 months. Businesses are adapting operations and supply chains amid persistent uncertainty and weakening household demand.
#profit-warnings #consumer-confidence #geopolitical-uncertainty #supply-chain-disruption #retail-sector
Read at London Business News | Londonlovesbusiness.com
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