Luxury pricing power: how far price increases can still go
Luxury has raised prices faster than inflation for years. This looks at where pricing power still holds and where volume is already leaving.
Carlos Mendez
Concessions and shop-in-shop deals inside department stores
Concessions put a brand inside a department store without a wholesale order. Here is how the commercial terms actually work.
Nestlé H1 results: organic growth 3.6% as online reaches 21.8% of sales
Nestlé reported 3.6% organic growth for the first half of 2026 as pricing and a coffee-led recovery lifted sales, while e-commerce reached 21.8% of group revenue. Net profit fell 31% on divestment write-downs as CEO Philipp Navratil pressed ahead with a CHF 3 billion cost program and a bottled-water joint venture.
Importer of record and customs bonds, explained
Tariffs & Customs deep dive: Importer of record and customs bonds, explained.
EU bans destroying unsold clothes: big fashion faces a waste reckoning
From July 19, 2026, large EU companies can no longer destroy unsold clothes, accessories and footwear and must resell, donate or recycle them instead. Medium-sized firms follow in 2030, with fines and annual disclosure rules backing the ban.
Retailers Race a July 24 Tariff Cliff as Ocean Freight Rates Finally Cool
U.S. retailers are on track to move a record 2.47 million containers through the nation’s ports this month, even as ocean freight rates finally start …
Why agentic checkout becomes a named sales channel before year-end 2026: 3 convergence signals
Three signals from June and July 2026 (a live payments rail, a platform at general availability, and an agentic hiring wave) point to agentic checkout becoming a named sales channel before year-end. Expect at least one major US retailer to cite agent-referred or proxy sales in Q3 or Q4 investor commentary.
Why Kroger is likely to launch a price-investment reset by Q3 2026: 3 signals from Foran’s playbook
Kroger is likely to formalize a structured price-investment program under Greg Foran, its version of the Walmart US everyday-value playbook, most plausibly confirmed at Q2 earnings in September 2026. Three signals from the last month, Foran’s pricing critique, resumed store closures, and accelerating retail-media profit, point to a self-funded reset.
Stripe and Advent bid $53bn for PayPal: payments megamerger looms
Stripe and private equity firm Advent International have offered more than $53 billion, or $60.50 a share, to buy PayPal. The unsolicited bid marks one of the largest deals in payments history and faces steep antitrust hurdles.
Le Slip Français debuts on Euronext: a made-in-France bet against Shein
French underwear brand Le Slip Français listed on Euronext Growth Paris on Bastille Day at 14.80 euros a share. The micro-cap listing is a bet that made-in-France apparel can win as Shein and Temu face tougher EU rules.