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October 2, 2025 15 mins

This week on Five Things Friday, Alex and Simon unpack the retail stories shaping headlines and boardrooms:

Shein sparks backlash with a London pop-up designed for independents

Amazon Fresh shutters physical grocery stores—pivoting tech into airports and e-commerce

UK retail sales decline for the twelfth month straight, according to the CBI

Starbucks retrenches: closing UK stores while doubling down on experience-led formats

Primark trials in-store clothing repair, raising questions on sustainability vs. greenwashing

H&M Group shutters stores worldwide, while Arket opens on London’s King’s Road

Burberry turns heads at London Fashion Week with its Burberry Portraits campaign on TikTok & Instagram


The retail landscape is contracting, experimenting, and redefining luxury for the next chapter.

⏱️ Chapters:0:00 –

Intro & Riyadh luxury preview

2:49 – Shein’s controversial London pop-up

4:31 – Amazon Fresh pulls the plug on cashierless stores

6:02 – CBI data shows UK retail sales decline 12 months straight

7:09 – Starbucks closures & experiential pivot

9:04 – Primark launches clothing repair pop-up

11:07 – H&M store closures vs. Arket expansion

12:45 – Burberry Portraits TikTok & London Fashion Week comeback

15:30 – Closing thoughts & community shout-out

Referenced sources:Amazon Fresh updateCBI September 2025 surveyStarbucks EMEA updateTikTok – @omo.orojeTikTok – Burberry PortraitsInstagram – Burberry Portraits Reelhttps://www.aboutamazon.co.uk/news/retail/amazon-uk-online-grocery-delivery-amazon-fresh https://www.cbi.org.uk/media-centre/articles/retail-sales-fall-for-twelfth-month-in-a-row-cbi-distributive-trades-survey-september-2025/ https://stories.starbucks.com/emea/stories/2025/emea-update-focused-on-getting-back-to-starbucks/ https://www.tiktok.com/@omo.oroje/video/7323298506976939296 https://www.tiktok.com/@burberry/video/7534720871588498710?q=burberry%20portraits&t=1758882300201 https://www.instagram.com/burberry/reel/DO8zvqmiMRD/

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
Welcome to Five Things Friday, an impontuous event if that's
such a word. I'm joined by my fantastic Co
host Simone, who you'll meet after our fabulous intro.

(00:24):
Simone, hello. Hi how you doing?
I'm good. How are you?
Yeah, really good. Back in the UK before some more
travel, which I don't mind boasting about.
I'm off to Riyadh on Sunday, really excited.
I'm still clapping and I'm goingto be looking at the future of
luxury in Riyadh. And so I look forward to

(00:46):
bringing all of that beautiful luxury retail and actually more
about I'm going to a lot of the cultural heritage sites as well.
It's a tour that I'm being takenon, Full disclosure, and I'll
share full details next week, but so I'm super excited about
that. How was your week?
Very jealous. Very, very.
My week has been. Busy.

(01:09):
A week of events. I saw you.
What was the event that was on LinkedIn?
I saw you giving free merch to people.
Oh, last night's event, we did afun event with one of our shop
partners and wonderful community, women in product
community and we did a styling event on.
The new. Rules of power dressing which I.

(01:31):
Thoroughly enjoyed. Loved that.
That's really cool. Well, listen, for those who
don't know, maybe this is the first time you're tuning in to
us. My name is Alex.
I help businesses that sell to retailers maintain their thought
leadership. I go to 15 events throughout the
year, look at all the wonderful insights that people and
retailers are talking about. The last event being NRF in

(01:54):
Paris, which had some cracking talks, still needs to improve.
It's not, it's not where it needs to be, but it was a good
event and I bring that all to mycustomers.
Simone, what do you do? I am the Co founder and CEO of
Need It for Tonight, also known as NIFT.
I always say easiest way to describe us is kind of like
delivery for quality fashion. So I work with lots of brands

(02:17):
and retailers to help them with 90 minute delivery.
Yeah, I've actually not asked you this.
The people who are delivering are not cyclists, delivery
cyclists. They're not delivery cyclists.
I always like to emphasise this.The dress will not.
There's anything wrong with delivery cyclists, but I'm just
it's not a delivery type experience, no.
It's not gonna turn up with a kebab, It's not gonna turn up

(02:39):
smelling of McDonald's. They are on bikes.
Put it in the back. It's not gonna turn up with a.
McDonald's. Okay, fantastic.
Well, listen, why don't we startwith you?
What's top of mind this week? Lots.
I think one of the big talking points of this week has been the
launch of the Sheehan pop up on.I also like to think is it

(03:00):
Sheehan or shine? I think.
Yeah, I'll call. It shine but I'm going to call
it Sheehan but it's caused a bitof uproar.
Sheehan, as we know, is the biggest fast fashion brand in
the world and I think has been one of the most heavily
criticised, especially when it comes to ethics, mass
overproduction, environmental impact.

(03:21):
So I think seeing them pop up ina space that's traditionally
been about independent brands and discovery and curated.
Storytelling I think has caused a bit of backlash and I, I have
to admit it does feel off. I think for me, you know, that's
what pop ups are meant to be about.
You know, they're about to be giving smaller interesting kind

(03:43):
of creative brands and platform,not just about shifting product,
telling a story which we've hopped on about.
People are probably sick of us talking about that.
Yeah, look, Sheen, I did an event in Chicago with them and,
and yeah, it's it's it's a, it'sa big hairy monster because it
means it does get people's backsup in some parts of the world

(04:04):
and in other parts of the world.They're like, that's my way of
shopping. I love it.
Price is the right price and that's what I'm doing.
Yeah. And look, I don't doubt that
they'll have still people queuing up, but there's the
other side where I think people are frustrated and rightly so.
So yeah, that's I certainly won't be going down, but that

(04:24):
was top of my mind this week because it's been cool.
So I'm going to do I'm going to do a rapid fire 3 and then maybe
comes back. And to be fair, the reason why
we're doing a little bit more than five if I just stack stuck
to what was in the headlines would actually be quite
depressed. First one, Amazon has finally
pulled the plug on its Amazon fresh.
I'm giving you the narrative of the media and then we'll look at

(04:45):
what Amazon's saying because themedia is saying, you know,
futuristic cashier grocery shopsyou walked in if you didn't know
what the Amazon experience was, you pick up your item and then
you walk out a sort of marvel ofthe technology, but consumers
didn't want it. And that's pretty much because
the the shopping mission that people were on wouldn't be
served in the format of store that they had created.

(05:07):
But for me, Amazon's are the genius of invention and
experimentation. And so for me, this was four or
five or six years of experimentation to find out
works. And what are the use cases that
will take off? The locations that they've shut
down will be some of them will become whole food locations.
I can imagine the one in Ealing,actually, that one's already

(05:28):
gone. But anyway, some of them will
become whole food locations and we'll, it's like watch this
space where that will appear in airports.
Coincidentally, this technology is taking off where you just
walk in and pick up your crisps and snacks and come out.
So I think the way that Amazon'sposition there, rightly so, is
they're retrenching back on e-commerce because the margins

(05:51):
in this world and and specifically in the UK right now
just doesn't lend itself to these sort of premium shopping
experiences. Yeah, Next one is the CBI sales
data. Again, quite depressing if I was
in retail 12 months of in a row of decline, so that a full year
of decline, not just one bad quarter or two bad quarter.

(06:14):
It's a structural malaise and it's not, it's, again, there'll
be lots of different reasons when people look at this on, on
wine and you know how, but according to the Confederation
of Business Industry, retailers are reporting lower volumes
every single month with no real sign of turnaround.
And consumers are being, I thinkwe talked about this on one of

(06:36):
the shows or one of the global shows.
They're being, you know, they'vegot wage pressures, they've got
higher taxes, they've got broader economic challenges, you
know, with what's going on around the world.
And ultimately, it's showing in footfall to spending for
retailers who are massively discounting having thinner the
margins than normal and having quite brutal competition from

(06:58):
some home competition, some abroad competition.
And again, sticking with this sort of doom and gloom of what's
going on, Starbucks are closing.I think they've said here, I
don't know if they've actually given a number, but they will
shut some of their 520 UK stores.
Now, Starbucks have been on the naughty list for a lot of

(07:20):
customers for a couple of years now.
And so in my mind, it's like, itmakes sense.
It's if, if 40% of the population aren't going to be
coming into a, a Starbucks for one reason or another, it's,
you're going to have to reset. But this to me is the broader
trend that I was, I've been speaking about for a while.
Retailers are trenching in to create more, more experiential

(07:40):
stores. So, you know, the Starbucks
Reserve, I can imagine these types of stores will continue to
grow. And they also, they had made a
commitment, I think of growing where is it 18 new stores in the
UK and 150 across an EMEA. So yeah, they're going to be
closing the ones that aren't making any money and opening
some in areas where it's more favourable to operating
conditions, which again, anothernot not a great example of

(08:04):
what's really happening in in retail.
And when you put these three stories together, they sort of
sketch some uncomfortable truthsfor the UK.
And it's an because the UK is ina moment of contraction, not
expansion. And some of the shiny
experiments regarding technologies are just working
for traditional players who are ultimately under siege from the
consumers shrinking wallet. However, we've got Christmas and

(08:28):
the golden quarter coming up. So that will be a crucial stress
test to see whether or not this trend will continue.
But you know, consumers are looking for things to to be
happy about. And So what I want to finish off
is actually not doom and gloom. We'll come back.
Actually, why don't we do you? And then we'll come back to some
some happy stuff rather than thedoom and gloom stuff.

(08:50):
So give me, what's your next one?
Yeah, not Doom and Gloom 1. That was a really nervous laugh,
by the way. I guess it's just because what
I'm about to speak about I've had mixed feelings about and it
was the launch of It's funny because I've grew up calling it
Primark, but I do know it's called Primark.
So Primark's in store clothing repairs pop up the trialling in

(09:14):
Manchester Market Street and in partnership with the same who
I'm a big fan of. On one side.
I'm like would you need an in store repairs thing if the if
the quality was better And on the other side.
I do think it's smart and I think perhaps a bit overdue.
So from now until I think it's December, customers can get

(09:36):
simple repairs to like pop buttons or wherever same day,
but with prices starting from just 3 lbs, which I think is
crucial. Yeah, so you can book online.
I think they take walk in's as well.
But I think what I do like is doyou think that it tackles a very
real problem that people do wantto keep their clothes, but I

(09:56):
think that there's a stigma or sometimes repairs can just be
quite expensive or or hard to access for some people.
In the article that I was reading about it said that 42%
of people throw away clothes that they would that they would
have liked to keep, which is bigproblem because they couldn't
get them prepared, repaired. So I.
Do think? For a brand like Primark,

(10:17):
obviously not for being very affordable to take this step.
You know, I think it does show ashift and I hope that more
retailers do it. But yeah, interesting.
Still don't know how I feel as Isaid as.
Yeah, I got you. Is it greenwashing?
Is it not? Is it a marketing?
I know I'm like, is this good? Is it just another thing of
greenwashing? I don't know.

(10:38):
I'd like to see more more storesbe doing that.
I don't know why the Primark is that is the best.
Example but. I do think it's something in it
about making repairs to. Them for doing it.
Let's just hope that it's not a one off marketing activity.
Yeah, exactly. And it might because because
again, it's between now and December.
So yeah, I got it. Did you have another one?

(11:01):
Yeah, I did. This is a bit doom and gloom,
but I promise it'll end on something a little bit nice.
Yeah. Well, I guarantee you'll be
smiling and happy by the end of the one where we've got paid.
But H&M did announce this week that they've closed 135 stores
in the past nine months, with more closures expected this
quarter. I think most of them are in Asia

(11:23):
and Africa, but 21 closures havehappened in Western Europe and
that includes quite a few if notonly H but monkey.
But I did think that this was interesting timing.
That whilst the H&M Group is closing stores quite rapidly,
it's interesting to see that Arquette, who is a part of the

(11:45):
H&M Group but is more premium, Iguess more lifestyle LED, is
actually set to open up a new store on Kings Rd in Chelsea.
It opens tomorrow. It's in a redeveloped theatre
building and it looks gorgeous. So interesting.
I mean, they've got the fantastic that there's a really
beautiful H&M store on Kings Rd just at the beginning.

(12:08):
I remember I covered it last year when it I think was last
year or year before actually year before when it anyway, when
it opened it was it was really beautiful and I assume it's
still there, unless that's changed into an archae, I don't
know. I.
Think it is, I don't. Know it's just it's just that
you come up the king opposite the Saatchi Gallery.
But anyway, yeah, so I've been teasing this, you know, good
story that we're going to end onand let me add this lovely lady

(12:32):
to the stage and ask you which British, which British brand,
luxury brand is using her for her for them marketing
materials. This was her very first TikTok
and on TikTok, some of the late people refer to as Auntie, which
is fantastic. And she started a trend where

(12:54):
looking at the camera with some traffic behind her.
And then over time it sort of continued to change.
Very, this was 2023 when she started her journey and it's
just basically looking at camerawith things happening behind
her. And it's incredible to the point
where the wonderful. Can you tell which brand it is

(13:16):
yet? I can see.
Yeah, there you go. Oh, the volumes not?
Or does it not need to be? Yeah, doesn't.
She doesn't want to live anywhere else in the world.
And that brand is, ladies and gentlemen, Burberry who were
headliners at London Fashion Week.
And from what the people who do know about fashion, people like

(13:38):
Simone, not myself, they're saying that Burberry potentially
has hit a bit of a turn around. I don't know if it's a comeback
story yet, Too early for me to call because I'm one of the
people that have been saying they've lost their relevance to
the industry or to their shop, but they've pulled it out of the
bag and had a phenomenal London Fashion Week.

(14:01):
And, you know, for those who love AB Fab, they had, you know,
lots of celebrities. What's really interesting, I
think for me, this is a departure from using young,
beautiful models that potentially wouldn't be able to
afford, You know, it's a youngergeneration that can't afford and
they've gone for, you know, maybe the people who actually

(14:23):
can afford some of the they're they're selling.
And so it's it's gone down really well.
Get on TikTok, have a look at their I can't what was it
called? Burberry portraits.
That's it. Have I got any others here that
I can of of UK social media stars talking about various

(14:47):
stories? It's called Burberry portraits.
Definitely worth a little gander.
And with that bombshell, how have we done on timing?
We've done. Through it. 17 minutes.
Not too bad. We've had we had one person on
our live all the way through, soto that one person.

(15:08):
We love. You, we love you thank you so
much and they're on and here's the thing they're on twitch
right so oh and we've had about 10 people pop in and pop off
person number 2 has just joined us by the retail podcast
channel. Thank you so much for joining us
and we look forward to you around next week, right, we'll
be able to do. This next week.

(15:30):
Yeah, OK, fantastic. Until next week, Simone.
Have a lovely week. Wonderful.
Thanks, Alex.
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