[Amazon Results] Amazon delivers a solid Q3 2025, driven by AWS, e-commerce and advertising
Amazon recorded solid growth over the first 9 months of 2025, driven by e-commerce, cloud activities and a rebound in advertising. However, the group is seeing profitability ease under record...
Faced with debt and declining sales, Fossil files for bankruptcy
Competition from Apple and Samsung in the smartwatch segment, collapsing sales, customs tariffs… Cornered with a debt of US$179 million, Fossil has filed several bankruptcy petitions in the U.S.A...
29 October 2025
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...
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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
Electronic labels: Hanshow accelerates breakthrough and signs with a leading British retailer
While the leader in electronic labels, Vusion exceeded €1.47 billion in revenue in 2025, rival Hanshow is stepping up a global offensive, winning a strategic account in the U.K. and a new POC for...
27 February 2026
2
Conflicts in the Middle East: what impact on the supply chain and European retail?
With US and Israeli strikes on Iran triggering a major crisis on February 28, 2026, retailers already have to face the closure of strategic trade routes, rising freight costs and import...
3
Regulatory: With 200,000 Digital Product Passports issued, Darty scales up
While the European Commission is set to vote on delegated acts to specify requirements for home appliances, Darty is accelerating a Digital Product Passport (DPP) push by integrating new products...
11 March 2026
4
Following a complaint from the FTC, Walmart agrees to pay US$100 million to Spark delivery drivers
On February 26, 2026, Walmart (2025 revenue: US$713.2 billion, up by 5.1% at constant rates) agreed to pay US$100 million in response to allegations of misleading compensation to delivery drivers...
5
Agentic commerce : After Stripe, Mirakl partners with JPMorgan Payments
On March 10, 2026, Mirakl and JPMorgan Payments (JPMP) unveiled a partnership to deploy agentic commerce by combining the Mirakl Nexus agentic orchestration platform with the U.S. bank’s...
16 March 2026
6
Online authentification : Prelude expands a “message free” solution globally 
A competitor to Twilio, Vonage and Plivo, the French startup Prelude, which has 75 retail clients, is actively deploying Prelude Zero, an authentication method that requires no message delivery...
13 March 2026