Coverage of brick-and-mortar retail, department stores, supermarkets, and physical commerce trends.
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.
The 2026 FIFA World Cup helped push US consumer spending to its strongest June in more than four years. Host cities and their retailers captured the bulk of the gains, led by international visitors.
Britain’s two biggest discounters are one regulatory decision away from a very different growth plan. The Competition and Markets Authority is expected to publish a …
Nearly 800 supermarket pharmacists across Southern and Central California voted on Thursday to authorize a strike against stores owned by Kroger and Albertsons, setting up …
Target is not slowing down. The retailer confirmed today that it is opening 11 brand new stores across the United States this month, and almost …
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.
Ocado Group’s first-half revenue rose 54% to £1.04bn, but a one-off Kroger termination fee accounted for almost all of the jump as underlying sales grew just 1%. The results confirmed a new Asda partnership, a return to profit at Ocado Retail, and a pledge to turn cash flow positive in the second half.
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.
Avenue Supermarts reported an 11% rise in first-quarter net profit, missing analyst estimates as revenue growth cooled to 15%. New CEO Anshul Asawa flagged slight margin gains, but quick-commerce rivals keep pressuring DMart value model.
PepsiCo’s second-quarter revenue topped Wall Street forecasts at about $24.2 billion, but flat North America volumes and softer US snack and soda demand tempered the result. The company held its full-year guidance and lifted its dividend for a 54th year, even as shares slipped in premarket trading.