Industry landscapes
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE LONDON EDITION 2026

London’s
consumer goods industry,
in focus.

The companies, capital and talent shaping consumer goods in London. Find the leaders. Understand the segments. See where the activity is.

Snapshot: Funding in USD
Illustrated cover for Consumer Goods Industry Landscape of London
GB
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

Consumer Goods illustration
MEET THE COMPANIES

Explore London’s consumer goods leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

Expand panel +
Consumer Goods company highlights in London, snapshot 6 August 2026
Company
Castorecastore.com$412.71M—174—
Gem Diamondsgemdiamonds.com$200M—1,534—
Urbanicus.urbanic.com$160M—77—
MADE.COMmade.com$143.9M—673—
Ted Bakertedbaker.com$131.78M—1,276—
Beauty Piebeautypie.com$100M—76—
ME+EMmeandem.com$81.56M—88—
Yotous.yotoplay.com$74.42M—98—
Diageodiageo.com—13 roles27,987Financial figure available in RadarView in Radar
Charlotte Tilburycharlottetilbury.com—11 roles87—
Allsaintsallsaints.com—8 roles314—
Cubittscubitts.com—5 roles120$21.77MFYFY2025 filing
Percival Menswearpercivalclo.com—5 roles27—
The Renaturaltherenatural.com—5 roles1—
Zara Homezarahome.com—5 roles4,649—
Azza Fahmyazzafahmy.com—4 roles4—
ASOSasos.com——19—
Allied Goldallied.gold————
Associated British Foodsabf.co.uk——132,273—
British American Tobaccobat.com——82,868—
Burberryburberry.com———Financial figure available in RadarView in Radar
De Beers Diamond Jewellersdebeers.com——417Financial figure available in RadarView in Radar
Fuller Smith & Turnerfullers.co.uk——4,240Financial figure available in RadarView in Radar
Pladispladisglobal.com——3,250—
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only
THE KEY SIGNALS

Consumer Goods industry KPIs in London

A few useful ratios bring the size of this ecosystem into perspective.

6 August 2026
Hiring participation3.3%

91 of 2,799 tracked companies have open roles.

Funding participation12.9%

362 of 2,799 tracked companies have a recorded round.

Top 3 funding share28.9%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$732.52K

Midpoint of 515 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 28.9% of disclosed capital, while 87.1% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How London consumer goods has grown

Recorded company formation and disclosed funding across the complete annual series shown.

Expand panel +
2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

London consumer goods
$0$152.97M$305.94M$458.92M$611.89M2016: $46.6M20162017: $93.15M20172018: $165.77M20182019: $145.17M20192020: $230.29M20202021: $268.34M20212022: $338M20222023: $536.74M20232024: $126.9M20242025: $94.09M2025
View the numbers
Annual consumer goods funding and company formation in London
YearFunding (USD)FoundedRaising
2016$46.6M17335
2017$93.15M15333
2018$165.77M15258
2019$145.17M16044
2020$230.29M18750
2021$268.34M13058
2022$338M7461
2023$536.74M5156
2024$126.9M2535
2025$94.09M321
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • Castore15.4%
  • Gem Diamonds7.5%
  • Urbanic6.0%
  • Other companies71.1%

Funding by stage

616 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel456 74.0%
Series A–B92 14.9%
Series C+ / PE14 2.3%
Grants, debt & other54 8.8%

Recent recorded rounds

Latest recorded rounds · USD
8 rounds

Swipe or scroll horizontally to browse.

Conventional Debt05/2026
Castore $122M

Backed by HSBC and BNP Paribas and others.

Series A05/2026
Meatly $14.14M

Backed by Oyster Bay and Clean Growth Fund and others.

Series A05/2026
RUKA $4.5M

Backed by Henkel Ventures and Freedom Trail and others.

Series A04/2026
Gymkhana $8.5M

Backed by CAVU Consumer Partners.

Seed04/2026
111Skin —

Backed by Estee Lauder Companies.

Seed04/2026
Qalzy —

Backed by Jenson Ventures.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

Series A03/2022
ME+EMmeandem.com$72.4M

Backed by Freston Ventures and Highland Europe and others.

Series C07/2015
MADE.COMmade.com$60M

Backed by Fidelity Investments and Level Equity and others.

Series C03/2018
MADE.COMmade.com$56.7M

Backed by Level Equity and Eight Roads Ventures and others.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

Expand panel +
GBP · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · annual statements grouped by reported fiscal year; exact entity periods remain on preview rows · 27 reporting entities from 930 eligible matches.

Revenue in covered accounts£281.2m

Sum of reporting-entity revenue; not London market sales.

Net profit / loss£-11.1m

Combined result for the same cohort.

Aggregate net margin-4.0%

Combined net income ÷ combined revenue.

Median company revenue£0.1m

The middle covered reporting entity.

Profitable entities+37.0%

10 of 27 covered entities.

Top-five concentration+87.9%

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 27 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

27 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
LONDON · INDUSTRY COHORTS

How does consumer goods compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the London companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Busiest websites

98 of the 2,799 companies on this page carry a measured traffic record (3.5%); these are the largest of those, by monthly visits. The median among them is 270,014 visits.

CompanyMonthly visitsAuthorityMobile
ASOSasos.com41,867,1468369.1%
Dr. Martensdrmartens.com6,619,3237280.3%
Zara Homezarahome.com5,274,0386756.3%
Savanasavana.com4,385,5634889.7%
Reissreiss.com3,059,8655778.4%
Charlotte Tilburycharlottetilbury.com2,674,0316583.9%
Burberryburberry.com2,450,4617373.9%
Dovedove.com1,949,3326882.7%
Jimmy Choojimmychoo.com1,760,9866083.8%
Vivienne Westwoodviviennewestwood.com1,739,2186259.8%

Visits and authority are third-party web estimates, not company-reported figures.

Most-installed apps

74 of these companies (2.6%) publish at least one Android app — 115 apps in all, carrying 87.2M installs between them.

AppInstallsRatingStore category
ASOSASOS39.1M4.7Shopping
Savana - UK FashionSavana22.8M4.5Shopping
Avon ONAvon5.8M4Beauty
Zara HomeZara Home5.1M4.1House & Home
Savana - UK FashionSavana4.8M4.7Shopping
ShikharUnilever4.4M3.6Shopping
CHARLOTTE TILBURY: EASY BEAUTYCharlotte Tilbury739.6K4.7Shopping
M32-QMidas556.5K3.6Music & Audio
Beryl BikesBeryl541.3K4.4Travel & Local
Dorothy PerkinsDorothy Perkins442.1K—Shopping

Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.

App reach by segment

The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2023Q3–2026Q2).

SegmentAppsInstallsLeading appRelease trend
Fashion Accessories839.5MASOS 39.1M
Apparel Brands1428.3MSavana - UK Fashion 22.8M
Fashion Tech327.5MAashni + Co 203
Beauty & Personal Care Products3311.2MAvon ON 5.8M
Food & Beverage Products255.1MShikhar 4.4M
Home Furnishing Products25.1MZara Home 5.1M
Traditional Conglomerates134.5MUnilever TH Track and Trace 40.3K
Diversified Consumer Electronics Brands8876.3KM32-Q 556.5K

A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.

Release cadence by quarter

New apps published, beside apps whose most recent update landed in that quarter — the second bar is how much of the shelf is still being maintained.

2023Q2: 32023Q2: 12023Q22023Q3: 12023Q3: 02023Q32023Q4: 72023Q4: 12023Q42024Q1: 32024Q1: 22024Q12024Q2: 42024Q2: 22024Q22024Q3: 32024Q3: 32024Q32024Q4: 22024Q4: 12024Q42025Q1: 12025Q1: 32025Q12025Q2: 52025Q2: 32025Q22025Q3: 32025Q3: 42025Q32025Q4: 12025Q4: 162025Q42026Q1: 42026Q1: 172026Q1

Darker bars are new releases, lighter bars apps updated. 92 of 115 apps carry a release date. The series ends at 2026Q1, the last quarter that closed before the June 2026 reading.

INSIDE THE INDUSTRY

The London consumer goods market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Internet first brands605
Consumer digital391
B2c e-commerce357
B2c fashion e-commerce138
Internet first fashion brands132
Internet first apparel brands108
Beauty e-commerce99
Internet first beauty brands97
Enterprise tech62
Women apparel e-commerce57
Internet first women's clothing brands54
Healthtech51

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Internet first brands

The largest measured segment in this report snapshot.

605companies
4.5%have hiring activity

27 companies hiring · $1.41B disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

E-commerce - product2,480
Physical commerce650
Advertising140
E-commerce - service92
Commission on transaction69
Fee-for-service66
Sponsorship56
Subscription42
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

Expand panel +
Recent corporate headlines 10 dated reports
Funding rounds111skin.com ↗

111Skin raised a total of $15.7 million from investors such as Vaultier7 and SKKY Partners

Mergers & acquisitionsunilever.com ↗

Unilever’s acquisition of greens gummy supplement Grüns in a $1.2 billion deal (announced April 4)

Mergers & acquisitionsradley.co.uk ↗

Next is mulling a takeover of the Radley in what could be its latest brand acquisition.

Mergers & acquisitionscandykittens.co.uk ↗

Laing co-founded confectionary brand Candy Kittens in 2012 and recently snapped up snacking brand Graze from Unilever.

Mergers & acquisitionslkbennett.com ↗

the brand management arm of Gordon Brothers snapping up shoe brand LK Bennett

Funding roundsadonis-foods.com ↗

Adonis raised $40 million in venture funding from General Catalyst, Bling Capital, and Quadrille Capital.

Earningsguinness.com ↗

Guinness Ghana Breweries PLC has recorded a year-to-date profit of GH₵185 million for the nine months ended March 31, 2026

Earningsasos.com ↗

According to Asos’ interim results for the 26 weeks ending on the 1st of March 2026, adjusted EBITDA rose by 51% year-on-year to 64 million pounds (73.9 million euros).

Layoffsclaires.com ↗

Last month, Kroll said a further 15 stores had ceased trading, with the loss of more than 100 jobs.

Leadership movesthewhitecompany.com ↗

Nickolds will leave The White Company at the end of May and will work with the luxury fashion and lifestyle retailer to ensure a “smooth and orderly transition”.

Full recorded event mix

Top 10 categories among 1,996 recorded events in the 24-month window.

Leadership moves
517
Earnings
418
Company announcements
286
Mergers & acquisitions
210
Buyback
107
Asset acquisitions
100
Funding rounds
76
Contracts
75
Lawsuit
62
Layoffs
35
7 activity cards

Swipe or scroll horizontally to browse.

Leadership moves

148 tracked people moves

Jochen Van Esch

Departure Previously Managing Director

Will Rice

Appointment Managing Director

Paula Nickolds

Resignation Previously Chief Executive Officer

Diageo ↗
Dave Lewis

Appointment Chief Executive Officer

L.K.Bennett ↗
John Noon

Appointment Joint Administrator

L.K.Bennett ↗
Mark Firmin

Appointment Joint Administrator

Ottolenghi ↗
Neil John Campbell

Appointment Head Chef at Ottolenghi Edinburgh

Diageo ↗
Khushboo Benani

Departure Previously Global Head of Culture Marketing and Partnerships at Diageo

Product launches

Products, platforms and features in the recorded window

Topman ↗
Topman

Men’s fashion

Burberry ↗
augmented reality (AR) shopping tool

AR shopping tool

Gaming‑Led Beauty Engagement with Genshin Impact

Gaming Engagement

Unilever ↗
Sketch Pro studios

AI‑Powered Content Creation Studios

ASOS ↗
Asos Live

Live video shopping feature

Litigation

25 tracked suits

Company
Bia Tosha v diageo, east african breweries, asahi group holdings

Attempt to restrain a cross‑border share sale over distribution and goodwill disputeCivil · Dismissed

Company
Bia Tosha Distributors v diageo

Diageo\'s sale of EABL stake to Asahi GroupCivil · Dismissed

Earnings pulse

Reported company results in the recorded window.

48companies
437period observations
0.2%median reported growth

Median across 343 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
premier foods→The Spice Tailor ↗Announced2026-07-25Not stated in snapshot
estée lauder→111Skin ↗Announced2026-04-29Not stated in snapshot
next→Radley ↗Rumored2026-04-15Not stated in snapshot
mccormick→Unilever ↗Announced2026-04-15$44.8B
Unilever→GrünsAnnounced2026-04-14Not stated in snapshot
Candy Kittens→grazeAnnounced2026-04-10Not stated in snapshot

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

Recorded hiring and workforce signals from the available source snapshot.

Expand panel +

Most advertised job titles

No repeated job title is supported by this snapshot.

1 internship postings

0 tracked postings mention remote work.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

1,232 founders and chief executives across 987 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

109 profiles with education records.

University of Oxford
16
University of Cambridge
15
Imperial College London
12
King’s College London
10
University College London
10
London School of Economics and Political Science
9
University of Manchester
8
University of Edinburgh
7

Prior employers

16 profiles with prior-work records.

Bain
6
Goldman Sachs
4
Morgan Stanley
3
McKinsey
2
Google
1

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

161,179 articles in the measured 12-month window.

Expand panel +
161,179articles in the measured year
34,227articles in 2026Q1
69.6%positive tone in the latest complete year

News volume trends

Consumer Goods coverage tagged London · articles per complete quarter

016,90733,81550,72267,6292021Q2: 23,2082021Q22021Q3: 28,1162021Q4: 22,3182022Q1: 25,8802022Q2: 27,2092022Q22022Q3: 30,4782022Q4: 28,4072023Q1: 29,9132023Q2: 31,8772023Q22023Q3: 28,6152023Q4: 29,2812024Q1: 33,6602024Q2: 33,9352024Q22024Q3: 35,3272024Q4: 34,7602025Q1: 43,1632025Q2: 34,5772025Q22025Q3: 58,8082025Q4: 34,8232026Q1: 34,2272026Q1
View quarterly article counts
QuarterArticles
2021Q223,208
2021Q328,116
2021Q422,318
2022Q125,880
2022Q227,209
2022Q330,478
2022Q428,407
2023Q129,913
2023Q231,877
2023Q328,615
2023Q429,281
2024Q133,660
2024Q233,935
2024Q335,327
2024Q434,760
2025Q143,163
2025Q234,577
2025Q358,808
2025Q434,823
2026Q134,227

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
51,473 positive · 915 neutral · 32,405 negative
2022
68,193 positive · 1,469 neutral · 42,105 negative
2023
76,671 positive · 1,504 neutral · 41,270 negative
2024
89,744 positive · 1,553 neutral · 46,067 negative
2025
119,104 positive · 1,740 neutral · 50,203 negative

Leading coverage topics

Consumer Goods coverage tagged London · ranked by full-period article count.

Geopolitical Disputes And Contested Areas300,649 articles in the full recorded period
100,291 recent · 75,578 prior
International And Transnational Geographic Entities300,643 articles in the full recorded period
100,291 recent · 75,579 prior
Administrative And Political Subdivisions300,600 articles in the full recorded period
100,270 recent · 75,570 prior
Professional League Updates110,859 articles in the full recorded period
24,410 recent · 21,066 prior
Athlete Transfer Rumors61,307 articles in the full recorded period
15,870 recent · 10,986 prior
International Political Relations45,661 articles in the full recorded period
12,999 recent · 8,891 prior
International Sports Competitions44,944 articles in the full recorded period
8,989 recent · 9,395 prior
Sports History And Legacy Stories40,235 articles in the full recorded period
21,559 recent · 4,181 prior
Sportsmanship And Ethics In Sports38,077 articles in the full recorded period
20,042 recent · 3,288 prior
Soccer Player Transfers And Contracts37,141 articles in the full recorded period
9,750 recent · 6,258 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

United Kingdom comparison coverage

KeywordRecentPriorChange
tariff negotiations4,2622,55667%
countries3,9021,714128%
stock performance2,6491,82645%
free trade deals2,3161,135104%
test cricket2,0551,22268%
trade dispute mechanisms1,988846135%
bilateral trade1,891764148%
avant-garde composition1,813525245%
conceptual rock albums1,758533217%
theatrical rock personas1,5081311500%
europa league9302,267-59%
champions league8401,510-44%
f1 championship7781,166-33%
olympic team selections462987-53%
free casino games35787-96%

Event and signal lenses

United Kingdom comparison coverage

All complete annual cohorts shown
Rising

Regulatory Risk

1,084,958 classified articles

territories, disputed islands, countries

25.6% critical · 20.7% positive
Rising

Funding Momentum

167,119 classified articles

club valuation, stadium financing, inflation reports fx

30.2% critical · 42.3% positive
Rising

Growth

241,681 classified articles

league expansion news, pro league fixtures, vehicle sales forecasts

27.0% critical · 46.0% positive

Consumer Goods coverage tagged London. Topic labels describe recorded classifications and can include broad context.

DEMAND, SUPPLY & PLACE

Where demand signals run ahead of mapped supply — London

Compare demand signals in London’s newsflow with the consumer goods categories mapped to each signal.

Expand panel +
HOW TO READ THE GAP

Signal percentile − supply percentile = gap in percentile points. Positive gaps highlight questions to investigate. A high signal can reflect spending pressure or access friction, as well as potential demand.

The comparison is relative to the signal families on this page. A supply percentile of zero means the lowest relative reading, not zero companies. It is a prioritisation clue, not measured market size or unmet demand.

COMPARISON PERIOD2025-05-01 to 2026-05-01Against 2024-05-01 to 2025-05-01Explore the signals ↓

The opportunity, in one view

Signal and mapped-supply percentiles, their gap, and change in the signal’s article share.

Swipe horizontally to compare all columns →

8 London demand signals compared with mapped consumer goods supply
Signal familySignal percentileSupply percentileRelative gapGap (points)Signal share vs prior year
Housing & urban expansion ↗Demand Driver85.716.7+69.0+53.5%
Inflation & spending pressure ↗Spending Pressure85.716.7+69.0+20.7%
Rail & metro connectivity ↗Connectivity Build-Out35.716.7+19.0+10.9%
Layoffs & income shocks ↗Spending Pressure50.066.7-16.7+10.1%
Consumer grievances & trust ↗Trust Friction14.350.0-35.7+8.5%
Tourism footfall ↗Demand Driver50.0100.0-50.0+13.5%
Airports & air links ↗Connectivity Build-Out28.683.3-54.7+15.1%
Congestion & traffic friction ↗Access Friction50.0—No matching category—+29.9%

Showing all 8 signals. Select a family for its history and mapped categories.

Where the signals are loudest

All 12 city readings for these demand families in the comparison geography. London is highlighted.

Mentions per 10,000 articles

Each city’s reading is a share of its own coverage. Rows cover all of the United Kingdom for this page's signal families; London is marked.

Chester272.8

Congestion & traffic friction · Layoffs & income shocks · Housing & urban expansion

Blackburn261.8

Congestion & traffic friction · Consumer grievances & trust · Layoffs & income shocks

Inverness185.5

Congestion & traffic friction · Consumer grievances & trust · Tourism footfall

Glasgow168.1

Congestion & traffic friction · Rail & metro connectivity · Layoffs & income shocks

Norwich163.5

Congestion & traffic friction · Airports & air links · Rail & metro connectivity

York156.3

Congestion & traffic friction · Tourism footfall · Rail & metro connectivity

Bolton135.7

Congestion & traffic friction · Layoffs & income shocks · Housing & urban expansion

Edinburgh134.9

Congestion & traffic friction · Layoffs & income shocks · Housing & urban expansion

Cheshire129.0

Congestion & traffic friction · Layoffs & income shocks · Tourism footfall

LondonThis page109.9

Inflation & spending pressure · Layoffs & income shocks · Housing & urban expansion

Dundee120.4

Congestion & traffic friction · Tourism footfall · Layoffs & income shocks

Sheffield120.3

Congestion & traffic friction · Consumer grievances & trust · Housing & urban expansion

Inside the leading signals

Open any signal for its quarterly history
DEMAND DRIVERHousing & urban expansion+69.0percentile-point gap
THE OPERATING HYPOTHESIS

New residential catchments can pull everyday demand with them.

12.11mentions per 10,000 articles+53.5%share change vs prior year

Mapped consumer goods categories

  • B2C E-Commerce357

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

04711152024Q3: 72024Q32024Q4: 92024Q42025Q1: 82025Q12025Q2: 92025Q22025Q3: 92025Q32025Q4: 122025Q42026Q1: 122026Q1
View quarterly signal counts
Housing & urban expansion in London coverage
QuarterMentionsPer 10,000 articles
2024Q3197.4
2024Q4229.38
2025Q1228.3
2025Q2239.55
2025Q3289.2
2025Q43112.86
2026Q13912.53

Where this signal concentrates in the comparison geography

Edinburgh22.1 / 10,000
SPENDING PRESSUREInflation & spending pressure+69.0percentile-point gap
THE OPERATING HYPOTHESIS

Sustained price pressure can shift spending toward value formats.

29.65mentions per 10,000 articles+20.7%share change vs prior year

Mapped consumer goods categories

  • B2C E-Commerce357

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

091828372024Q3: 202024Q32024Q4: 242024Q42025Q1: 212025Q12025Q2: 312025Q22025Q3: 312025Q32025Q4: 242025Q42026Q1: 252026Q1
View quarterly signal counts
Inflation & spending pressure in London coverage
QuarterMentionsPer 10,000 articles
2024Q35220.25
2024Q45824.73
2025Q15721.49
2025Q27731.99
2025Q39531.23
2025Q46024.88
2026Q18025.71

Where this signal concentrates in the comparison geography

London28.8 / 10,000
CONNECTIVITY BUILD-OUTRail & metro connectivity+19.0percentile-point gap
THE OPERATING HYPOTHESIS

Where rail and metro build out, station-area demand can follow the footfall.

9.08mentions per 10,000 articles+10.9%share change vs prior year

Mapped consumer goods categories

  • B2C E-Commerce357

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

0369132024Q3: 102024Q32024Q4: 102024Q42025Q1: 62025Q12025Q2: 82025Q22025Q3: 92025Q32025Q4: 82025Q42026Q1: 92026Q1
View quarterly signal counts
Rail & metro connectivity in London coverage
QuarterMentionsPer 10,000 articles
2024Q32810.9
2024Q42510.66
2025Q1166.03
2025Q2208.31
2025Q3309.86
2025Q4218.71
2026Q1319.96

Where this signal concentrates in the comparison geography

Glasgow20.8 / 10,000
Manchester14.4 / 10,000
SPENDING PRESSURELayoffs & income shocks-16.7percentile-point gap
THE OPERATING HYPOTHESIS

Layoff cycles can pull discretionary spend back toward value offerings.

26.27mentions per 10,000 articles+10.1%share change vs prior year

Mapped consumer goods categories

  • Internet First Brands605

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

0102030402024Q3: 212024Q32024Q4: 262024Q42025Q1: 312025Q12025Q2: 202025Q22025Q3: 272025Q32025Q4: 172025Q42026Q1: 352026Q1
View quarterly signal counts
Layoffs & income shocks in London coverage
QuarterMentionsPer 10,000 articles
2024Q35421.03
2024Q46126.01
2025Q18431.68
2025Q25020.77
2025Q38427.61
2025Q44317.83
2026Q110935.03

Where this signal concentrates in the comparison geography

London27.2 / 10,000
TRUST FRICTIONConsumer grievances & trust-35.7percentile-point gap
THE OPERATING HYPOTHESIS

Trust friction can reward whoever fixes service, complaints and fraud handling.

8.99mentions per 10,000 articles+8.5%share change vs prior year

Mapped consumer goods categories

  • Consumer Digital391

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

04812162024Q3: 52024Q32024Q4: 72024Q42025Q1: 132025Q12025Q2: 92025Q22025Q3: 122025Q32025Q4: 62025Q42026Q1: 72026Q1
View quarterly signal counts
Consumer grievances & trust in London coverage
QuarterMentionsPer 10,000 articles
2024Q3155.84
2024Q4187.67
2025Q13713.95
2025Q2249.97
2025Q33712.16
2025Q4166.64
2026Q1247.71

Where this signal concentrates in the comparison geography

DEMAND DRIVERTourism footfall-50.0percentile-point gap
THE OPERATING HYPOTHESIS

Visitor flows can convert into discretionary spend where they land.

9.97mentions per 10,000 articles+13.5%share change vs prior year

Mapped consumer goods categories

  • Internet First Brands605
  • B2C Fashion E-Commerce138
  • Internet First Fashion Brands132
  • Beauty E-Commerce99
  • Internet First Beauty Brands97

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

04811152024Q3: 72024Q32024Q4: 102024Q42025Q1: 92025Q12025Q2: 132025Q22025Q3: 102025Q32025Q4: 92025Q42026Q1: 92026Q1
View quarterly signal counts
Tourism footfall in London coverage
QuarterMentionsPer 10,000 articles
2024Q3197.4
2024Q42410.23
2025Q1249.05
2025Q23213.29
2025Q33210.52
2025Q4239.54
2026Q1319.96

Where this signal concentrates in the comparison geography

CONNECTIVITY BUILD-OUTAirports & air links-54.7percentile-point gap
THE OPERATING HYPOTHESIS

If new terminals and routes pull business and tourist inflow, demand tends to follow the passenger.

7.12mentions per 10,000 articles+15.1%share change vs prior year

Mapped consumer goods categories

  • B2C Fashion E-Commerce138
  • Internet First Fashion Brands132
  • Internet First Apparel Brands108
  • Beauty E-Commerce99
  • Internet First Beauty Brands97
  • Women Apparel E-Commerce57

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

03610132024Q3: 32024Q32024Q4: 82024Q42025Q1: 82025Q12025Q2: 82025Q22025Q3: 112025Q32025Q4: 62025Q42026Q1: 32026Q1
View quarterly signal counts
Airports & air links in London coverage
QuarterMentionsPer 10,000 articles
2024Q3103.89
2024Q4198.1
2025Q1238.67
2025Q2218.72
2025Q33411.18
2025Q4156.22
2026Q1113.53

Where this signal concentrates in the comparison geography

ACCESS FRICTIONCongestion & traffic friction—supply not mapped
THE OPERATING HYPOTHESIS

Congestion friction can push footfall toward nearby formats and toward delivery.

7.39mentions per 10,000 articles+29.9%share change vs prior year

Mapped consumer goods categories

This signal has no matching category in the page’s consumer goods market map, so no supply percentile or gap is assigned.

Quarterly share of London coverage

Mentions per 10,000 articles · zero baseline

04812162024Q3: 72024Q32024Q4: 22024Q42025Q1: 72025Q12025Q2: 62025Q22025Q3: 82025Q32025Q4: 132025Q42026Q1: 32026Q1
View quarterly signal counts
Congestion & traffic friction in London coverage
QuarterMentionsPer 10,000 articles
2024Q3197.4
2024Q472.98
2025Q1207.54
2025Q2156.23
2025Q3278.88
2025Q43313.68
2026Q1113.53

Where this signal concentrates in the comparison geography

Chester262.5 / 10,000
Blackburn182.1 / 10,000
Inverness109.6 / 10,000
RESEARCH & CHANGING CONVERSATIONS

Related research and changing coverage

London consumer goods coverage

Expand panel +
RESEARCH CONTEXT · 2017

Development of joint models for channel, store, and travel mode choice: Grocery shopping in London

Transportation Research Part A Policy and Practice

92 citations in the snapshot

RESEARCH CONTEXT · 2019

Structure of Plot Systems and Economic Activity in Cities: Linking Plot Types to Retail and Food Services in London, Amsterdam and Stockholm

Urban Science

44 citations in the snapshot

RESEARCH CONTEXT · 2020

Tesco Grocery 1.0, a large-scale dataset of grocery purchases in London

Scientific Data

27 citations in the snapshot

RESEARCH CONTEXT · 2017

Apothecaries and the Consumption and Retailing of Medicines in Early Modern London

6 citations in the snapshot

What is growing in this coverage

London coverage of this page's demand families

KeywordRecent articlesPrior articlesShare change
urban sustainability17968.5%
age-based concessionary fares301757.4%
rail pass benefits1821-23.6%
train discount schemes1518-25.7%

Share changes describe coverage in the stated comparison periods, not search demand or market size.

UNDERSTAND THE LANDSCAPE

Consumer Goods in London: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

Company ecosystem snapshot: 6 August 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon