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The Demographic and Structural Forces Powering Discount Retail: Premium Member Call Presentation

On October 16, 2026, Coresight Research presented insights on the demographic and structural forces powering discount retail at the Premium Member Call. In this presentation, we explore how a shrinking middle class, financial strain spreading to older cohorts, shifting consumer spending priorities, persistent inflation and supply-side expansion support discount formats, and we cover what separates winning discounters from the rest.

Associated British Foods plc (LSE: ABF) Company Profile

Associated British Foods is a UK-based retailer of accessories, agricultural products, apparel, beauty, footwear, grocery and houseware items. Headquartered in London, the company operates stores in Austria, Belgium, Czech Republic, France, Germany, Ireland, Italy, the Netherlands, Portugal, Romania, Spain, the UK and the US.