Lululemon, Ralph Lauren, Gap and Levi’s enter peak season with high stock levels
Faced with rising customs tariffs affecting US imports, several retailers have built up significant inventories. Over a year, the stocks of Gap, Levi’s, Lululemon, Ralph Lauren and Academy Sports...
27 October 2025
[2025 Fashion Barometer] Inditex, Fast Retailing, Shein, Nike… Who is really winning the battle for profits?
Which omnichannel fashion retailers boosted online sales during the last financial year? How has their store network evolved? What is the impact on profitability? In the 3rd edition of our...
After Dim and Bally, Regent sets sights on Petit Bateau to grow a European portfolio
After several years of declining turnover (down by 6% in 3 years) and a net loss that worsened in 2024, Petit Bateau is changing hands. The planned sale to the U.S. investment fund Regent, which...
8 September 2025
After a poor second quarter, Target is reshuffling the deck: new C.E.O., new priorities to get back on track
The U.S. grocery retailer Target is embarking on a strategic shift after a difficult first semester. With 19.6% of online sales and three-quarters from non-food products, the US's third-largest...
Danish grocer Salling accelerates VC investments, following in the footsteps of Vinted
Eager to better source retail innovation and accelerate time to market, Danish grocer Salling (2024 turnover: €9.7 billion, up by 2.7%) launched a new fund. Named Salling Seeds and headed by...
Customer service: With AI, Saks reduces calls requiring humans by 20%
On August 8, Saks officially launched Sophie, an AI-powered voice and text assistant designed with the U.S. conversational platform NLX and AWS. Since April, customers can ask the AI agent about...
After Jennyfer and Boardriders Europe, Beaumanoir takes over Naf Naf
On August 7, 2025, the commercial court approved Beaumanoir‘s takeover bid for Naf Naf (amount undisclosed). At the helm of Caroll, Bonobo, Cache Cache and Beaumanoir (GMV 2024: €3...
[Amazon results] Between accelerated growth and massive investment in Q2, Amazon seeks balance
On July 31, Amazon published quarterly results in line with Wall Street expectations, with revenue up 13.3% and net profitability up 35%. Looking for early signs of a return on spending, and...
Negotiations between Seven & I and Alimentation Couche-Tard come to an end
Takeover talks between Alimentation Couche-Tard (ACT) and Seven & I (2024 revenue: 122 billion dollars, up by 4.4% year-on-year) have ended after a year. On July 16, ACT (2024 revenue: 72.9...
LVMH entrusts the Americas’ region to Michael Burke
A few days before the publication of second quarter results, LVMH (2024 revenue: 84.68 billion euros, down by 2%) appointed Michael Burke as C.E.O. for North America (25% of annual revenue) and...
With tourism on the rise, Lawson is capitalising parking lots by renting
On July 7, 2025, Japanese convenience store chain Lawson (2023 revenue: 7.56 billion dollars, up by 8.8% year-on-year) announced the launch of a trial parking rental service for tourists. Starting...
Shein must pay €40 million fine for misleading business practices
On July 3, the French Ministry of Economy fined ultra-fast fashion giant Shein 40 million euros for misleading business practices following an investigation by the General Direction for...
In the U.S.A., Kroger and Albertsons begin targeted store closures
On June 20, Kroger (2024 revenue: US$147 billion, up by 1.5% year-on-year via 2,731 stores) announced closure of 60 unprofitable stores in the U.S.A. by the end of 2026. After posting sales of...
Home Depot acquires GMS for US$5.5 billion and confirms shift towards an integrated B2B model
With 50% of revenue from professional customers and a weakening property market, The Home Depot is making a second major investment in B2B. To acquire GMS Inc., the company is offering US$5.5...
Central Retail invests US$1.4 billion in omnichannel strategy in Thailand and Vietnam
On June 24, the subsidiary of Thai conglomerate Central Group, Central Retail Corporation (revenue for the year ended March 2025: US$7.3 billion, up 5.7% year-on-year) unveiled a major US$1.4...
Divestitures, restructuring: BHV and El Corte Inglés seek a second wind
In mid-June, El Corte Inglés department stores published annual results for the year ending February 2025. After deciding in April to abolish the executive committee, the retailer reported...
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Most viewed articles of the month on mind Retail
What readers clicked on the most last month.
What readers clicked on the most last month.
1
Shoptimus AI scales up in grocery smart shopping lists and prepares for a new funding round
After securing a strategic partnership with Spanish grocer Bon Preu, retail tech firm Shoptimus AI—first spotted by Carrefour—is accelerating a rollout. By leveraging AI agents to automate grocery...
11 January 2026
2
With Walmart, Ulta Beauty, Zalando and Carrefour, Google launches an agentic commerce protocol
Following the launch of payments in Copilot, Google is preparing to join OpenAI and Microsoft, but with a more integrated version focused on its own payment method, Google Pay. These moves...
13 January 2026
3
Circana: French e-commerce ended 2025 with strong growth, hypermarkets continue to decline
After four years of decline, volumes of fast-moving consumer goods (FMCG) rose again in 2025 in France and Europe, although they did not compensate for four years of losses. The rebound was...
4
2026 Trends – Chatbots, WhatsApp, social networks: don’t miss out on conversation
(Trends 2/6) After a cautious observation phase by retailers and some high-profile hallucination issues, 2025 was a turning point operationally for chatbots and conversational tools. Positioned...
13 January 2026
5
Black Friday: Amazon’s AI assistant Rufus featured in 38% of sessions in the US
While peak season sales, revealed at the NRF Big Show, rose by 4.1% in the US from November 1 to December 31, 2025, Rufus, Amazon’s conversational chatbot, confirmed its traction. During the...
15 January 2026
6
2026 Trends – How far should retailers open the door to AI Search engines ?
(Trends 1/6) With data visibility, recommendations, transactions on ChatGPT, Gemini and Perplexity, LLMs are establishing themselves as new entry points for e-commerce. As search, comparison and...