mind Retail has gained access to exclusive Ahrefs figures on the impact of Google "AI Overviews" responses for the e-commerce sector. Launched on July 22, 2026, in France as part of AI Mode, these...
In the USA, the Federal Trade Commission has just required full transparency on the use of pricing algorithms based on personal data, under threat of penalties. In this regulatory framework...
Data - Market Indicator
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While Sephora follows in Ulta's footsteps on TikTok Shop in the US, mind Retail analyzed sellers performance in Q2 2026. Based on exclusive data from Lengow and Kalodata, this European market...
Made public ahead of a Hong Kong listing planned for September, Shein’s financial documents, seen by mind Retail, confirm the shift experienced by the fast-fashion retailer. Despite a 8% sales...
mind Retail has gained access to exclusive Ahrefs figures on the impact of Google "AI Overviews" responses for the e-commerce sector. Launched on July 22, 2026, in France as part of AI Mode, these...
Despite sustained growth for most grocery retailers in 2025, margins tightened and the hierarchy has reshuffled, favouring the most omnichannel and diversified companies, such as Walmart, Ahold...
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According to our information, Fnac Darty is about to deploy European payment solution Wero, based on account-to-account instant transfers, on its e-commerce sites. Already active in Germany at...
On the occasion of an IPO, Shein revealed a carbon footprint of 25.5 million tonnes of carbon dioxide in 2025, up by 20% compared to a reference year. For an equivalent sales level, the fast...
mind Retail has gained access to exclusive Ahrefs figures on the impact of Google "AI Overviews" responses for the e-commerce sector. Launched on July 22, 2026, in France as part of AI Mode, these...
In the wake of a large fundraising, Skello develops a portfolio of key accounts by winning over a big name in retail. Backed by an ARR of €50 million and profitability reached in 2025, the...
Essentials
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Long confined to ‘click & collect’ or ‘ship from store’, Order Management Systems (OMS) are now expanding integration due to the rise of agentic AI which provides fine orchestration of flows...
With less than 6 months to go before the delegated Acts come into force, the Digital Product Passport crystallises a dual challenge: shifting from a linear model to a circular economy and enabling...
Refund fraud, long considered taboo but increasingly popular on social media, accounted for 15.1% of returns in the United States in 2024. Document fraud, amplified by AI, is also on the rise...
As an increasing share of traffic switches to AI search engines such as ChatGPT, Perplexity, Gemini and Copilot, SEO teams are reviewing their practices and organisation to increase visibility...
The letter mind Retail
Each month, mind highlights a strategic issue in the sector and explores its business impact through expert analysis and key market figures.
September 2026
Tuesday 01 September 2026
Analysis
Understanding change: deciphering business models, strategies and emerging challenges.
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Revenue, net profit, margin rates, share of online sales, stock market capitalisation… Every year, mind Retail analyses the main financial indicators of the world’s largest grocery and fashion...
In France since 2019, companies with more than 50 employees have to provide the Ministry of Labour with a gender equality score. mind Retail analysed the scores of companies in 8 retail sectors.
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Retail media & LLMs: navigating intent-driven and custom experiences
From store aisles to ChatGPT Ads placements, retail media is shifting away from traditional slots, formats and keywords toward intent-based targeting. Driven by lower access costs to LLMs, full catalog connectivity via Lemrock, multi-retailer data pooling through Dunnhumby, and the rise of...
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H1 review: LLM establish themselves as a new channel, retailers must keep up
In just six months, conversational AI engines such as ChatGPT and Gemini have evolved from mere curiosities into a major customer acquisition channel, now capturing almost 20% of referral traffic to e-commerce sites in the USA and 10% in Brazil and in India. Faced with this lightning-fast...
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