British shoppers defied concerns over a global trade war, significantly boosting spending in April, according to new data from the British Retail Consortium (BRC) and Barclays. Retail sales jumped 7.0% year-on-year—the strongest monthly increase since the pandemic—driven by the Easter holiday, record sunshine, and strong demand for food, gardening items, and clothing.
Clothing sales in particular surged as the UK recorded its sunniest April since 1910. Warmer weather prompted consumers to refresh their spring wardrobes after a sluggish winter period. To smooth out seasonal distortions from Easter, which fell in March last year, sales across March and April combined were up 4.3% from the previous year.
Barclays also reported a robust rise in consumer card spending, up 4.5% compared to April 2024, marking the highest annual growth since June 2023. Importantly, it was the first time in over two years that spending growth outpaced inflation, signaling stronger consumer purchasing power.
Despite the rise in spending, concerns about global economic stability remain. A Barclays survey revealed nearly 75% of consumers are worried about the financial fallout from U.S. President Donald Trump’s trade tariffs introduced in early April. However, this marked a slight decrease from earlier in the month, and household financial confidence held steady at 70%, unchanged from March.
The Bank of England, which recently lowered interest rates, is closely monitoring consumer behavior for signs that uncertainty over U.S.-led trade policies could dampen economic activity. While many of the tariffs have since been suspended, their long-term impact on UK demand and inflation remains a key focus for policymakers.
This uptick in consumer confidence and retail activity offers a promising signal for Britain’s economy amid global trade tensions.


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