UK Watchdog Moves to Curb Aldi and Lidl Land Deals That Block Rival Stores
Britain’s competition regulator has moved to close a long-standing loophole that let Aldi and Lidl use property deals to keep rival supermarkets out of prime …
Elena Rossi
Tractor Supply cuts 2026 outlook: Q2 miss and Petsense retreat
Tractor Supply cut its full-year 2026 outlook after Q2 comparable sales fell 1.5% on weak May weather. The retailer will close about 75 Petsense stores and withdrew its long-term financial targets.
Why a retail restructuring wave is likely by early 2027: the turnaround-CFO hiring signal
A cluster of outsider turnaround-CFO hires at Nike, American Eagle, and Primark points to a wave of retail restructuring and reset guidance from autumn 2026 into early 2027. These are the three signals and what could break the call.
Why retail media and the independent DSP layer converge before year-end 2026: 3 signals
Three signals from the past month, an executive hire, a $1bn-plus acquisition and a new measurement standard, point to retail media and the independent DSP layer merging in H2 2026. Expect The Trade Desk to brand a commerce-media offering and at least one more retail media network to buy or bind a DSP before year-end.
Italian Police Visit Chanel, Bulgari and Moncler in Widening Luxury Labor Probe
Italian police visited the offices of nine luxury fashion houses on Thursday, among them Chanel, Bulgari and Moncler, and left each one with the same …
Why retail’s 2026 stablecoin wave lands in settlement, not checkout: 3 signals
Three signals from the last month point to stablecoins entering US retail through the back office, not the checkout page, before the 2026 holidays. Here is why settlement, treasury, and cross-border payouts are likely to move first, and which platforms are positioned to disclose it.
Funding Circle profit jumps to £23m: FlexiPay powers record first half
Funding Circle reported first-half 2026 revenue up 50% to about £138m and pretax profit of about £23m, nearly quadrupling year on year. FlexiPay transactions jumped 71% as the SME lender reaffirmed full-year guidance.
Fast Retailing lifts outlook to record: Uniqlo shares fall on yen warning
Fast Retailing raised its full-year profit forecast to a record and posted a 45.7% jump in quarterly operating profit. Yet shares in the Uniqlo owner fell as much as 5.1% in Tokyo after its CFO warned a weak yen could drag on Japan sales.
Why a second major DSA penalty on Chinese marketplaces is likely by Q1 2027: 3 enforcement signals
The 200 million euro Temu fine and Shein’s open DSA case point to a sustained enforcement posture, not a one-off. The pattern suggests a second major penalty on a Chinese marketplace is likely before the end of Q1 2027.
Why a UK BNPL market shakeout is likely in Q3 2026: 3 regulatory signals
A UK BNPL market shakeout is likely to begin in Q3 2026, with first exits or consolidation visible by 30 September. Three regulatory signals point the same way.