Morrisons weighs £600m store financing: Realty Income leads talks
Morrisons is in early talks with US net-lease REIT Realty Income over a roughly £600m (03m) financing secured against its stores, Sky News reports. No deal is close.
Tyler Brooks
Why Shein and Temu’s Latin America pivot likely stalls against MercadoLibre through H1 2027: 3 signals
Shein and Temu’s Latin America expansion likely stalls into a costly standoff with MercadoLibre through H1 2027, not a repeat of their European share grab. Three signals, from the de minimis squeeze to Shein’s faltering Brazil factory hub, explain why.
India quick commerce grows 40% as dark stores jump 48%: boom meets drought
A new Equirus report shows India’s quick commerce market expanding about 40 percent a year, with the combined dark store network of Blinkit, Swiggy Instamart and Zepto up nearly 48 percent to 5,026 sites. The surge collides with a record-dry June and a fresh assault from Amazon and Flipkart.
Why pay-in-4 will lose its majority of US BNPL spend by year-end 2026: 3 signals
Interest-free pay-in-4 likely slips below half of US BNPL dollar volume by year-end 2026 as everyday cards, interest-bearing installments, and credit reporting take over. Verifiable at Q4 2026 earnings.
Why another US retailer will buy into shoppable CTV before Q3 earnings close: 3 Cannes signals
Walmart, Target and Amazon each moved into shoppable connected TV at Cannes 2026. The signals point to another top-ten US retail media network following with a CTV buy or partnership before Q3 earnings season closes.
Why the 2026 US holiday peak will flatten away from Black Friday: 3 calendar signals
The signals point to a de-anchored 2026 US holiday season: a June Prime Day, Walmart’s matching June event and a value consumer are flattening the peak. Expect Black Friday week to lose share of the November to December total, checkable by January 2027.
Why store-based grocery fulfillment is winning by 2027: 3 signals
Kroger’s profitable e-commerce quarter and Ocado’s pivot signal the standalone automated grocery warehouse is fading. Expect more grocers to retreat to store-based fulfillment through H2 2026.
Designer Brands stock sinks 16%: cautious guidance buries margin gains
Designer Brands shares fell about 16% after first-quarter sales rose 1.4% but the DSW parent reaffirmed soft 2026 EPS guidance. A 240-basis-point margin gain and a 19.4% brands-unit surge were not enough to satisfy investors.
Amazon pledges €10bn for European robotics: 25,000 jobs, faster delivery
Amazon used its London Delivering the Future event to pledge more than 10 billion euros to modernise its European fulfilment network, adding 25,000 jobs and a new generation of warehouse robots. The package also widens ultra-fast Amazon Now delivery to more UK cities, including Manchester and Birmingham.
Macy’s beats Q1 estimates: Bloomingdale’s surge lifts 2026 outlook
Macy’s posted 3% comparable sales growth in the first quarter of fiscal 2026, its strongest first quarter in four years, led by a 10.2% jump at Bloomingdale’s. The department store operator beat profit guidance and raised its full-year sales and earnings outlook.