Retail and e-commerce startups, funding rounds, founder stories, and business strategy.
New payments-native leaders at Fiserv, Nuvei and Adyen point to a fresh round of merchant-payments portfolio reshaping. At least one more top-tier acquirer is likely to announce a carve-out or software deal before year-end 2026.
CK Hutchison has confirmed talks to sell Marionnaud, the roughly 700-store European perfumery chain owned by AS Watson, to BEHN, the investment vehicle of Groupe Bogart shareholder David Konckier. The move would end more than 20 years of ownership and hand a marquee prestige-beauty asset to a fast-consolidating French perfumery group.
Mobile World Investment Corporation has spun off its electronics chain Dien May Xanh in an IPO that raised about 505 million dollars. The 93 percent-subscribed offering values the retailer near 3.4 billion dollars ahead of an August debut on the Ho Chi Minh Stock Exchange.
Signals point to a recommerce consolidation wave in H2 2026, with electronics as the next contested resale vertical. The eBay-Depop deal likely closes by the end of Q3, with further moves expected before year-end.
Deluxe has agreed to acquire payments fintech Celero Commerce for about $625 million in cash. The all-cash deal lifts Deluxe Payments and Data revenue to a proforma 57% and creates a top-10 US merchant acquirer.
A dense cluster of payments and fintech C-suite moves points to a renewed capital-markets cycle in H2 2026. Fresh listing prep plus a 1 billion dollar-plus payments acquisition are likely to surface before Q3 earnings season closes in late October.
Yum! Brands has agreed to sell Pizza Hut for about $2.7 billion, splitting the chain between private equity firm LongRange Capital and Yum China Holdings. The exit lets Yum concentrate on KFC and Taco Bell after years of US share losses to Domino’s.
Nuvei has agreed to acquire Payoneer for about $2.75 billion in cash, pairing payment acceptance with cross-border payouts. The combined fintech would process more than $500 billion a year for over 2.4 million customers.
Fox Corporation has agreed to buy Roku for $160 a share, about $22 billion in enterprise value, in a cash-and-stock deal pairing Tubi and Fox sports with Roku’s connected-TV platform. The transaction hands Fox one of the largest shoppable-TV and retail-media advertising operations in streaming, with closing expected in the first half of 2027.
Sleep Number filed for Chapter 11 on June 12 with a $415 million stalking-horse sale to Canada’s Sleep Country. Here is what the deal, the $260m financing, and the wipeout mean for the mattress market.