The prominence of certain brands in the news this week has prompted Bull & Bear to discuss the state of the UK supermarket market.

With long leases, moderate rental growth, generally strong tenant covenants and potential for capital recovery, Bear has long been a fan of the supermarket sector.
Despite yields having moved out during 2022, they stabilised towards the end of the year and the first Quarter of 2023 saw investor activity in the sector start to pick up again.
However, the immediate future of the sector hangs on Wednesday's announcement on the latest rate of inflation.
Poor numbers will inevitably influence the Bank of England's next move on interest rates. Gilt yields, corporate bonds and long-dated leased properties will follow in its wake.
Enjoy your Sunday.