ReThink Productivity Podcast

Basket & Barometer November 2025


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Building on the success of footfall insights we broaden the conversation with the Basket & Barometer podcast. Diane Wehrle CEO at Rendle Intelligence and Insights joins Simon for their monthly chat

In this episode we cover why average transaction value now matters more than footfall, and how Black Friday has shifted the peak. We share sector signals, consumer confidence trends, and what the budget and labour market mean for Q4

• Footfall softness versus inflation-adjusted sales decline
• Average transaction value as core survival metric
• Examples of ATV growth in small towns
• Discounting patterns and price guarantees in Black Friday
• Staffing planning shifting towards November peak
• Sector signals in health and beauty and fashion
• Consumer confidence at minus 19 and job market risk
• Online share stabilising and omnichannel basics that matter

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