GlobalData 表示，尽管零售商的 恢复了营收增长，但 The Very Group的 的时尚业务仍然面临压力，并且必须加强其时尚主张，以与超快时尚企业竞争。
GlobalData says The Very Group的 fashion business remains under pressure despite the retailer的 return to topline growth and must strengthen its fashion proposition to compete with ultra-fast-fashion players.
Very Group的时尚和运动销售额在截至 2026 年 3 月 28 日的 39 周内下降了 4.5%,，GlobalData 零售分析师 Ashley Adeyemi 表示，时尚领域继续“将该类别拖入负值区域”。
The Very Group的 fashion and sports sales declined 4.5% in the 39 weeks ending 28 March 2026, with GlobalData retail analyst Ashley Adeyemi stating the fashion segment continues to “drag the category into negative territory”.
她认为，耐克的 之前转向直接面向消费者“ 的举措所产生的影响不再能够解释”, 表现不佳的全部原因，尽管它对零售商的 的体育产品造成了干扰。
She argues that the impact of Nike的 previous move towards direct-to-consumer “no longer explains the full magnitude of underperformance”, despite the disruption it caused to the retailer的 sports offering.
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“Nike 今年重返平台是一个机会,，特别是考虑到 2026 年世界杯周围的势头,，但 Very 需要证明它可以建立一个能够与超快时尚纯游戏的节奏, 文化相关性和价格点竞争的时尚主张。”
“Nike的 return to the platform this year is an opportunity, particularly given the momentum building around the 2026 World Cup, but Very will need to demonstrate it can build a fashion proposition capable of competing with the pace, cultural relevance and price point of ultra-fast-fashion pureplays.”
发表上述言论之际，The Very Group 报告称，, 期间集团收入增长 0.3% 至 £1.608.1m，而 Very UK 收入增长 1.9% 至 £1.431m。
The comments come as The Very Group reported a 0.3% increase in group revenue to £1.608.1m for the period, while Very UK revenue rose 1.9% to £1.431m.
Adeyemi 表示，零售商的复苏仍然过于依赖表现较强的类别，例如 Home,，在对, 部门持续投资（包括增加 DUSK.com 和 450 多个品牌）后，Home, 同比增长 6.3%。
Adeyemi says the retailer的 recovery remained too reliant on stronger-performing categories such as Home, which grew 6.3% year on year following continued investment across the division, including the addition of DUSK.com and more than 450 brands.
她补充说，中东冲突升级后消费者信心减弱可能会给 The Very Group的核心客户群带来进一步的压力。
She adds that weakening consumer confidence following the escalation of conflict in the Middle East could place further pressure on The Very Group的 core customer base.
“ 该结果仅反映了中东冲突升级造成的破坏的最早几周,，英国消费者信心在 3 月份录得自第一次新冠封锁以来最大幅度的环比下降。 Very的核心客户群将最容易受到这种恶化的影响,，对具有灵活支付选项的价值导向型零售商的需求仍然具有结构性支持。”
“The results capture only the earliest weeks of disruption from the escalation of conflict in the Middle East, with UK consumer confidence recording its sharpest month-on-month decline in March since the first covid lockdown. Very的 core customer base will be the most vulnerable to that deterioration, and demand for value-oriented retailers with flexible payment options remains structurally supportive.”
她指出，Very Pay 为高价购房提供融资的流行帮助支撑了购物篮规模，并导致毛利率提高了 0.6 个百分点，达到 35.7%。
She notes that the popularity of Very Pay for financing higher-ticket home purchases had helped support basket sizes and contributed to a 0.6 percentage point increase in gross margin to 35.7%.
Adeyemi 还强调了零售商的金融服务业务, 的重要性日益增长，该业务在此期间增长了 8%，达到 £348.9m。不包括金融部门, Very UK 零售收入仅增长 0.1%。
Adeyemi also highlights the growing importance of the retailer的 financial services business, which grew 8% to £348.9m during the period. Excluding the finance arm, Very UK retail revenue increased only 0.1%.
她表示，Very Group 不断扩大的灵活支付选项范围表明，该业务仍然依赖金融服务来支持业绩,，特别是随着越来越多的消费者选择在 12 个月而不是 6 个月内分期付款。
She says Very Group的 expanding range of flexible payment options showed how dependent the business remained on financial services to support performance, particularly as more consumers choose to spread payments over 12 months rather than six.
“与凯雷的 £20亿美元的销售流程正在进行,表明增长超出了家庭范围，金融部门将成为故事的重要组成部分非常需要告诉,” Adeyemi补充道。
“With Carlyle的 £2bn sale process ongoing, demonstrating that growth extends beyond Home and the finance arm will be an important part of the story Very needs to tell,” Adeyemi adds.
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