Scottish retail enters ‘Black November’ on the back foot

October proved challenging for retail destinations across Scotland, with footfall declining more sharply than across the UK as a whole. Wetter conditions, changing seasonal patterns and increasingly considered consumer behaviour all potentially influenced when and where people chose to visit.

Across the month, Scottish footfall fell -3.0% from September and -4.1% year on year, versus UK declines of -0.6% and -0.9%, respectively. High streets experienced the greatest pressure, declining-4.4% month on month and -6.6% year on year. Shopping centre footfall fell-1.2% month on month and -2.1% annually, while retail parks proved comparatively more resilient but still recorded declines of-1.7% and -0.7% respectively.

Weather appears to have played a part in the more subdued picture with the impact was particularly evident towards the end of the month as Storms Austen and Boelo brought heavy rain across the UK; 24th October was marked provisionally as Scotland’s sixth-wettest day on record. This coincided with the penultimate week of the month witnessing the sharpest drop in visits across Scottish retail destinations, when footfall fell -11.0% week on week and -8.9% year on year, including a-16.2% weekly decline across high streets.

There was a recovery in the final week, but half term did not provide Scotland with the same uplift seen across the wider UK. Overall Scottish footfall rose +7.6% week on week, led by a +12% rebound across high streets, but remained -5.1% below the same week in 2025. Shopping centres increased just +3.7% week on week and remained -4.8% year on year. This suggests the school holiday provided some respite in Scotland, but not enough to reverse the underlying weakness seen during the month.

The figures also reinforce how considered consumer behaviour has become. MRI Software’s Insights from the Inside* research revealed that almost three quarters of store managers reported fewer impulse purchases than last year. For Scottish retailers, October’s weaker footfall suggests the challenge is not simply encouraging spend once shoppers arrive, but giving increasingly selective consumers a compelling reason to make the trip in the first place.

That becomes particularly significant as retail moves into November. The NIQ Consumer Confidence Index fell 11 points to -24 in October, with confidence around major purchases falling particularly sharply, down 14 points to -22. Against that backdrop, November’s extended promotional period could assume even greater importance.

The Autumn Budget on 28th October also landed just as retailers entered this critical trading period. November will therefore provide an important test. Shoppers may still be willing to spend, but increasingly on their terms, at the right time, in the right place and, crucially, at the right price. The question is how much of that demand will translate into visits to physical destinations.

In recent years, Black Friday has evolved from a single-day event into a much longer promotional period. ‘Black November’ gives value-conscious shoppers more opportunity to wait, compare and seek out the right deal. For Scotland, October’s considerably weaker footfall makes the battle for those visits particularly important.

Physical retail destinations have an opportunity to build on that momentum. As shopping patterns become less predictable, retailers will need a clearer picture of footfall trends and performance across their property portfolios to understand where demand is shifting and assess how different locations are performing. This means looking beyond discounting alone, particularly when shoppers can access deals online.

Christmas markets, festive light switch-ons, cultural celebrations and experience-led events throughout November can provide additional reasons to visit and turn a shopping trip into a wider day out. If October is any indication, combining retail with compelling reasons to visit could be particularly important in Scotland this Golden Quarter. The scale of the half-term rebound suggests that when the occasion is right, consumers are still willing to make the trip.