September 2025 saw little movement in consumer confidence according to the latest data from YouGov and the Centre for Economics and Business Research (Cebr). Thanks to declining household finance measures and rising confidence in house prices, the overall Index scored 107.7: the same score we saw in August 2025. Any score greater than 100 indicates positive sentiment, less than 100 indicates negative sentiment.

YouGov collects consumer confidence data every day, conducting over 6,000 interviews a month. Respondents answer questions about household finances, property prices, job security and business activity, capturing their views on the past 30 days and on their forecast for the coming 12 months.

The largest movement in our index for September 2025 was a decline in outlook for household finances. With scores moving from 92.4 to 89.1 (-3.3), consumer optimism is at a near-two-year low: the last time scores were lower than this was November 2023. Retrospective measures also fell from 88.1 to 87.6 (-0.5).

Other measures were more positive, for the most part. Homeowners’ perceptions of house prices over the past 30 days became more positive, rising from 114.0 to 117.1 (+3.1), while outlook jumped from 130.7 to 131.7 (+0.9).

Workers were sunnier about their job security in September, with retrospective scores jumping from 92.3 to 93.3 (+1.0), and with outlook rising from 115.7 to 116.3 (+0.5). Business activity was a different story: measures for the past 30 days rose from 107.6 to 108.1 (+0.5), while those focused on the year ahead declined from 120.5 to 118.7 (-1.8).

Amidst elevated inflation and slowing earnings growth, perceptions of household finances are showing significant weakness. Gains in other categories were insufficient to offset this mounting pessimism, resulting in a second consecutive month of stagnation in the YouGov/Cebr Consumer Confidence Index.

Looking ahead, this period of calm may prove short-lived. With the Autumn Budget approaching, speculation around potential fiscal measures is likely to inject fresh volatility into household sentiment.