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Christmas 2025 festive red meat and classic dairy staples outperformed, while turkey demand fell sharply in its most traditional formats.





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Daily News Briefing



Laura Jarman

Monday 12 Jan 2026

SIDE BAR:  QUICK VIEW
CHRISTMAS 2025 GROCERY SIGNAL
THE HEADLINE

Record £13.8bn Christmas grocery spend (4 weeks to 28 Dec 2025). Food remained a “protected spend” despite cost pressure.

KEY NUMBERS
• Avg household grocery spend: ~£476 (festive month)
• Total grocery volumes: +1.1% (4 weeks to 28 Dec)

WINNERS
• Lamb: +24.7% (leg roasting joints, peak 2 weeks)
• Pork: +43.7% (shoulder roasting joints)
• Beef: +8.6% (roasting joints)
• Dairy: +504k extra cheese-buying occasions; cows’ cheese +4.4%
• Butter: +3.4% (block butter +6.9%)
• Cream: +1.6%

LOSER TO WATCH
• Turkey: primary volumes -12.0% YoY (continued shift away from whole birds)

WHAT IT SIGNALS FOR 2026
Centrepieces are diversifying; convenience and value-led promotions are reshaping festive demand.


CHRISTMAS 2025 GROCERY SIGNAL: LAMB, PORK AND DAIRY WIN — TURKEY LOSES THE CENTRE-STAGE

A record-breaking Christmas grocery shop has sent a clear message back through the UK food industry supply chain: shoppers are still willing to prioritise food at the festive moment — but they are changing what “traditional” looks like on the table.

Take-home grocery sales reached a new high of £13.8bn in the four weeks to 28 December 2025, with households spending an average of £476 across the festive month. Volumes also nudged ahead, underlining that this was not just an inflation story. Despite continued pressure on household budgets, food held its position as a “protected spend”, alongside children’s gifts and core seasonal essentials.

For producers, processors and retailers, the most important story sits inside the protein and dairy mix: festive red meat and classic dairy staples outperformed, while turkey demand fell sharply in its most traditional formats.

WHY THIS MATTERS FOR THE UK FOOD INDUSTRY
Christmas remains the UK’s most concentrated “stress test” of consumer behaviour: a compressed window where shoppers reveal what they value enough to protect, what they trade down on, and what they are prepared to substitute. This year’s results suggest three structural shifts are accelerating:
1) centrepieces are diversifying beyond whole-bird turkey,
2) convenience is rising without killing indulgence,
3) promotions and premium own-label are shaping demand more directly than many supply plans anticipate.

TURKEY: TRADITION UNDER PRESSURE
Turkey was the clear casualty of Christmas 2025. Demand for whole birds and primary cuts declined, with primary turkey volumes down 12.0% year on year. The continued move away from whole birds points to more than a single-season wobble: it looks increasingly like a long-term change in how households approach the “main event”.

The nuance is important, however. While whole-bird demand weakened, ready-to-cook turkey options grew strongly, reinforcing a wider theme of the season: shoppers still want the occasion, but with less work, less waste, and more portion flexibility.

LAMB: THE FESTIVE HERO (AND A SUPPLY CHAIN WAKE-UP CALL)
Lamb delivered the standout festive performance. In the two peak Christmas shopping weeks to 28 December, leg roasting joints drove a 24.7% increase in lamb volumes purchased. Targeted promotional activity played a central role in the rebound, showing that shoppers will still pay for a celebratory centrepiece — but they respond fastest when the value proposition is made simple and visible at shelf.

This is a meaningful turnaround after a softer period for lamb demand earlier in the year. It also signals opportunity: lamb can “borrow” the centrepiece role when price, promotion mechanics and messaging align.

PORK AND BEEF: VALUE CUTS AND SLOW-COOK CONFIDENCE
Pork was a major beneficiary of value-led festive cooking. Pork shoulder roasting joints recorded the biggest uplift, with volumes purchased rising by 43.7%, pointing to growing consumer interest in slow-cook and versatile cuts that can serve larger gatherings without premium pricing.

Beef roasting joints also strengthened, with volumes up 8.6% over the same period. The pattern across proteins suggests households are experimenting: the centrepiece is no longer one fixed category, but a choice set influenced by price, ease, and perceived “occasion value”.

DAIRY: THE CHEESEBOARD STILL OWNS THE ROOM
If turkey is losing its monopoly on the main course, the cheeseboard remains an undisputed Christmas institution. There were an additional 504,000 cheese-buying occasions in the run-up to Christmas, and cows’ cheese volumes increased by 4.4% year on year. Growth was led by Cheddar, supported by Stilton, British blue and snacking formats — a reminder that “tradition” often survives best when it evolves in format.

Butter and cream also posted seasonal gains. Cows’ butter volumes rose 3.4%, with block butter up 6.9% — consistent with continued demand for baking, cooking, and premium at-home hosting. Cream volumes increased 1.6%, reflecting its role in desserts and seasonal treats.

PROMOTIONS, PREMIUM OWN-LABEL — AND THE NEW “SMART SPLURGE”
Two forces are now shaping the Christmas basket at scale:

• Promotions: Deals and discounts reached their highest share since before the pandemic, reinforcing that price signalling is driving category performance in real time.
• Premium own-label: Premium supermarket ranges were present in 92% of shoppers’ baskets, showing that even in a cautious economy, households still build in “permission to indulge” — provided the trade-up feels justified.

WHAT PRODUCERS AND RETAILERS SHOULD TAKE FROM THIS:
1) Plan for centrepiece pluralism
Christmas 2026 ranges should assume a broader spread across lamb, beef and pork, not just turkey, with clearer “serves X” cues and portion options that reduce waste anxiety.

2) Treat convenience as a core feature, not a compromise
Ready-to-cook growth is not a side trend. The category winners are increasingly those that combine “occasion” with low friction.

3) Promotions must be purposeful — and supply-ready
Lamb’s surge demonstrates the power of targeted deal mechanics, but it also highlights a risk: demand can swing quickly when retailers push the right levers. Suppliers need the forecasting, capacity and margin discipline to benefit rather than simply chase volume.

4) Premiumisation is alive — but it is now tactical
Consumers are still splurging, but more selectively. Premium own-label is where much of that spend is landing, creating both opportunity and competitive pressure for branded and commodity producers.

WHAT WE’RE WATCHING INTO 2026
• Will turkey stabilise through value-added and smaller-format offers — or continue to lose the centrepiece role?
• Can lamb hold its new momentum if promotional intensity moderates?
• Will slow-cook, value cuts remain a core Christmas choice as household budgets stay tight?
• How far will premium own-label expand into fresh categories — and what does that mean for supplier negotiating power?

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