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Person holding a shopping basket in a food aisle of a supermarket
24 September 2026

Consumer confidence has dipped. Why the headline number doesn’t tell you what your customers will do

UK consumer confidence fell in September 2026 for the first time in months. However, averages like this hide big differences between households - some customers are cutting back hard while others are barely affected. Brands get more out of the data by working out which of their customers are under pressure, how those customers are adjusting, and whether gloomy sentiment is actually turning into changed behaviour.