Company news from across global commerce: M&A, leadership changes, earnings, and corporate strategy.
Shein posted its first results as a listed company on September 28, reporting USD 11.08bn of net revenue and a 13.9% drop in Europe after the EU scrapped its EUR 150 customs duty exemption. The company blamed pre-emptive price rises and advertising cuts, with a further per-parcel handling fee due November 1.
Nike releases fiscal 2027 first quarter results on Thursday, October 1, 2026, with consensus near $11.3 billion of revenue and $0.44 in diluted EPS. The print lands with the stock at a 12-year low, tariff costs running at $1.5 billion annualized, and Bank of America newly at Underperform.
H&M publishes its nine-month report on September 24 at 08:00 CEST, with consensus calling for SEK 57.1 billion of Q3 sales and SEK 5.1 billion of operating profit after a second-quarter sales miss. The unanswered question is the US tariff refund process the company disclosed in June and has not quantified.
Shein Global Holdings fell as much as 10% to a post-listing low of HK$36.04 on September 14 after Australian and New Zealand regulators recalled Shein-sold contact lenses and Jefferies initiated at underperform with a HK$26 target. The stock now trades a quarter below its HK$48.56 IPO price two weeks after listing.
Next plc publishes half-year results on 17 September 2026, six weeks after a second-quarter beat lifted full-year profit guidance to £1,243 million. The statement will show whether UK store weakness and a cautious second-half outlook temper the international boom.
Currys reported group like-for-like sales up 7% in the 17 weeks to 29 August 2026, its first update under chief executive Fredrik Tønnesen, and held full-year profit guidance at £199 million. The shares slipped as investors waited for the Christmas peak.
Primark will offer home delivery in Great Britain for the first time, ending a store-only model it defended for two decades. ABF has bought an automated Sheffield fulfilment centre from Debenhams Group for £90m to run it, but has not said when the service launches.
S&P Dow Jones Indices will drop Nike and Simon Property Group from the S&P 100 on September 21, 2026, replacing them with four information technology names. Nike’s market value has fallen about 78% from its 2021 peak, while Simon is leaving the index despite raising its full-year guidance.
Casey’s General Stores releases first quarter fiscal 2027 results after the close on September 8, with consensus near $6.58 per share on about $5.65bn of revenue. The fuel margin line, not the headline EPS, will decide how the quarter reads.
GameStop releases full second quarter fiscal 2026 results on September 8, a week after pre-releasing sales of $780m to $800m and net income of $290m to $310m. Roughly $238m of that profit came from its 9.8% eBay stake, not from its stores.