Retail

Featured image of the article AI search engines: how advertising is entering the conversation
AI search engines: how advertising is entering the conversation
While many retailers spend 80% of their acquisition budget on Google Shopping, monetisation tests are accelerating on ChatGPT, Perplexity, and Gemini. How much of the budget will they absorb...
Featured image of the article Agentic Commerce: when ChatGPT disintermediates retail
Agentic Commerce: when ChatGPT disintermediates retail
Already launched at Etsy, BigBasket and soon Walmart and Glossier, AI agents allow purchasing a product or service directly within artificial intelligence engines, without leaving the...
16 October 2025
[mind Exclusive] After signing Fusalp and Ysé, Webyn relies on Gemini to boost the performance of e-commerce A/B testing
Awarded on October 13, 2025, in the category of the Customer Relationship Awards, the start-up specialising in e-commerce A/B testing continues to grow. For mind Retail, C.E.O. and Co-Founder...
23 October 2025
With Linxo, SoCoo’c digitises payments to support omnichannel strategy
In a kitchen market that is still predominantly offline, SoCoo’c (whose parent company also own Mobalpa, Perene and Hygena) is accelerating digital transformation to streamline a customer...
22 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
TikTok Shop and Temu strengthen logistics networks by signing with Royal Mail and La Poste
To accelerate European markets, TikTok Shop and Temu signed agreements with the leading postal operators in France and the United Kingdom. Here is a look at these strategic partnerships.
20 October 2025
Data - Market Indicator
Numbers that speak. Barometers, benchmarks and overviews: our analysis of key sector studies and data.
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Featured image of the article [2025 Fashion Barometer] Inditex, Fast Retailing, Shein, Nike… Who is really winning the battle for profits?
[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...
10 September 2025
Featured image of the article [Amazon results] Between accelerated growth and massive investment in Q2, Amazon seeks balance
[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...
Featured image of the article [E-commerce Barometer 2025] France, United Kingdom, Germany… traditional markets return to 2021 peak
[E-commerce Barometer 2025] France, United Kingdom, Germany… traditional markets return to 2021 peak
In 2024, online product sales doubled (up by 5.4%) in the 6 main Western European markets of the U.K., Germany, France, Italy, the Netherlands, and Switzerland, driven by lower inflation and...
4 August 2025
Featured image of the article [Luxury Barometer] Global Top 5 in 2024: a delicate balance
[Luxury Barometer] Global Top 5 in 2024: a delicate balance
As Richemont and Chanel publish 2024 accounts (May 2025), mind Retail analyses the health of the world's top five luxury brands—LVMH, Chanel, Hermès, Kering, and Richemont—using 5 indicators...
23 June 2025
Latest news
Today's movements, explained. What you need to remember, what you need to understand.
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Shoprite adopts Yoobic solution for 3,600 stores and 160,000 employees
As announced in April in mind Retail, the African grocery retailer Shoprite has confirmed the rollout of the Yoobic application to optimise staff task management and anomaly detection in stores...
29 October 2025
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
With Linxo, SoCoo’c digitises payments to support omnichannel strategy
In a kitchen market that is still predominantly offline, SoCoo’c (whose parent company also own Mobalpa, Perene and Hygena) is accelerating digital transformation to streamline a customer...
22 October 2025
Essentials
Master the fundamentals: key topics, essential players, strategic challenges.
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Featured image of the article Digital Product Passport: the regulatory weapon forcing the retail industry into a new era
Digital Product Passport: the regulatory weapon forcing the retail industry into a new era
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...
25 July 2025
Featured image of the article Refund fraud: how to detect and prevent it
Refund fraud: how to detect and prevent it
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...
11 April 2025
Featured image of the article In the age of generative AI, new SEO levers are becoming essential
In the age of generative AI, new SEO levers are becoming essential
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...
21 March 2025
Featured image of the article Dynamic pricing: how to optimise your prices with AI?
Dynamic pricing: how to optimise your prices with AI?
AI, integrating customer reviews into pricing strategies, personalised pricing... Between falling volumes, inflation and funding pressures, pricing strategies have become key to maintain a balance...
15 November 2024

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.
Mensuel novembre 2025
November 2025 Monday 03 November 2025

In this issue, you will find our feature on AI search platforms. Alliances between ChatGPT and retail giants (Walmart, Etsy, Shopify), 10% of users’ prompts in AI Search engines related to shopping, massive restructuring in the e-commerce and tech sector, increased conversion rates thanks to chatbots, etc.

In a few months, conversational search engines have revolutionised the way consumers gather information, compare products and purchase. They are gaining an increasing share of web traffic and becoming key influencers of purchasing decisions. These LLM tools, which retailers are also adopting to improve consumer experience on their own websites, are leading to a strategic battle: a retail disintermediation and new advertising modes integrated into conversations.

And as always, retail tech news.

Analysis
Understanding change: deciphering business models, strategies and emerging challenges.
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[mind Exclusive] After signing Fusalp and Ysé, Webyn relies on Gemini to boost the performance of e-commerce A/B testing
Awarded on October 13, 2025, in the category of the Customer Relationship Awards, the start-up specialising in e-commerce A/B testing continues to grow. For mind Retail, C.E.O. and Co-Founder...
23 October 2025
AI search engines: how advertising is entering the conversation
While many retailers spend 80% of their acquisition budget on Google Shopping, monetisation tests are accelerating on ChatGPT, Perplexity, and Gemini. How much of the budget will they absorb...
23 October 2025
Agentic Commerce: when ChatGPT disintermediates retail
Already launched at Etsy, BigBasket and soon Walmart and Glossier, AI agents allow purchasing a product or service directly within artificial intelligence engines, without leaving the...
  • Retail
16 October 2025
Antoine Jouteau, Leboncoin : “We are launching our first warranty offer for multimedia products”
As Leboncoin prepares to celebrate a 20th anniversary in 2026, mind Retail interviewed Antoine Jouteau, the outgoing Chief Executive Officer. As Jacob Aqraou, Executive Chairman of the Board of...
13 October 2025
Explore
Shoprite adopts Yoobic solution for 3,600 stores and 160,000 employees
As announced in April in mind Retail, the African grocery retailer Shoprite has confirmed the rollout of the Yoobic application to optimise staff task management and anomaly detection in stores...
29 October 2025
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
EU: Omnibus bill stalled in Parliament
On October 22, MEPs rejected by a narrow majority the negotiating mandate that would have allowed trilogue negotiations to begin on the omnibus directive watering down the CSRD and duty of care...
Verizon, Starbucks, DoorDash and Grubhub impacted by AWS outage
On October 20, 2025, the Amazon Web Services cloud (Amazon Q2 2025 revenue: 168 billion dollars, up by 13.3%) was down for several hours before returning to normal. Numerous websites and...
Other topics that will catch your interest
our tailored monitoring: explore by themes, keywords, and emerging topics.
Cyberattack: Muji, Loft and Sogo & Seibu e-commerce sites down in Japan
Since October 19, Japanese logistics company Askul (2024 revenue: 3.3 billion dollars, up by 2% year-on-year) has been the victim of a cyberattack, preventing it from managing e-commerce orders...
[mind Exclusive] After signing Fusalp and Ysé, Webyn relies on Gemini to boost the performance of e-commerce A/B testing
Awarded on October 13, 2025, in the category of the Customer Relationship Awards, the start-up specialising in e-commerce A/B testing continues to grow. For mind Retail, C.E.O. and Co-Founder...
23 October 2025
Cosmetics: How start-up Aiso multiplied by 5 the visibility of U.S. brand Particle on ChatGPT
Since March 2025, Israeli start-up Aiso has been working with the U.S. online brand Particle, a specialist in men’s cosmetics, to strengthen visibility on ChatGPT. In 6 months, impressions have...
13 October 2025
[mind Info] Cegid signs 3 new retailers and accelerates voice AI development
Buoyed by strong sales momentum, Cegid revealed to mind Retail the identities of three new retail clients and the features of Cegid Pulse, a “super app” for sales assistants expected in 2026. By...
22 September 2025
[Mind Retail info] Ouidrop rolls out drive-through robotics at E.Leclerc and prepares for Series A
Mind Retail learned the French start-up, which specialises in robotics technology for grocery drive-throughs, has signed new deals with E.Leclerc supermarkets. The rapidly growing start-up, whose...
26 August 2025
[mind Retail Exclusive] MediaMarkt aims to boost after-sales service performance with AI-enhanced advisors
Behind the scenes of Shoptalk, mind Retail spoke with Henny Steiniger, VP of Customer Experience at MediaMarkt. She revealed her ambitions for the new after-sales chatbot enhanced with generative...
After supermarkets and fashion, Dior and Cartier are now the target of cyber attacks
As cyber attacks have been mushrooming in Europe's fashion and food sectors, luxury goods are not being spared. Recently, customer data from Dior (LVMH) and Cartier (Richemont) was raided.
Customer satisfaction: Actionable enhances product with an AI Data Analyst assistant
Just a year after launch, tech start-up Actionable, which specialises in predicting customer satisfaction, is picking up speed. With a product launch, ISO 27001 certification, an award at...
30 April 2025
ChatGPT transitions from a search engine to an e-commerce platform
While denying any affiliation practices, OpenAI is launching a new shopping experience directly within ChatGPT. A search engine connected to the web since October 2024, the platform now includes...
29 April 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
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
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...

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Customs duties: Shein and Temu raise prices
In the United States, in response to Donald Trump’s decision to raise customs duties to 145% on Chinese imports and end the de minimis rule from May 2, Asian e-commerce giants Shein and Temu...
With 40% of online sales, Best Buy is banking on influence to reach a new level
In the U.S.A., with preparation for a marketplace by June 2025, Best Buy (2024 turnover US$41.5 billion, down by 4.4%) launched an affiliate programme for content creators on April 8. Not yet...
Bulgaria launches a state-controlled discount chain
While in Bulgaria, inflation reached 2.6% in 2024 (compared to 2.4% in the Eurozone), the government announced on March 20 the launch of a low-cost public food retailer, following parliamentary...
mind Retail
Data - Personalities
Track the moves. Executive profiles to identify key players, their career paths, and areas of expertise.
1
Shoprite adopts Yoobic solution for 3,600 stores and 160,000 employees
As announced in April in mind Retail, the African grocery retailer Shoprite has confirmed the rollout of the Yoobic application to optimise staff task management and anomaly detection in stores...
29 October 2025
2
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
3
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
4
Burdened with €9.5 billion in debt, Kering sells beauty division to L’Oréal
After being singled out by the European Commission for price fixing with Gucci, the Kering group announced the sale of beauty division to L’Oréal for 4 billion euros on October 20...
27 October 2025
5
Casino : Jean-Charles Naouri tried for corruption and stock price manipulation
Two years after the French National Financial Prosecutor’s Office (PNF) concluded an investigation into Casino, the trial of Jean-Charles Naouri, C.E.O. of the retail group from 2005 to...
6
Verizon, Starbucks, DoorDash and Grubhub impacted by AWS outage
On October 20, 2025, the Amazon Web Services cloud (Amazon Q2 2025 revenue: 168 billion dollars, up by 13.3%) was down for several hours before returning to normal. Numerous websites and...
Most viewed articles of the month
Content that matters: what your peers are reading, what shapes their perspectives.
Cyberattack: Muji, Loft and Sogo & Seibu e-commerce sites down in Japan
Since October 19, Japanese logistics company Askul (2024 revenue: 3.3 billion dollars, up by 2% year-on-year) has been the victim of a cyberattack, preventing it from managing e-commerce orders...
[mind Exclusive] After signing Fusalp and Ysé, Webyn relies on Gemini to boost the performance of e-commerce A/B testing
Awarded on October 13, 2025, in the category of the Customer Relationship Awards, the start-up specialising in e-commerce A/B testing continues to grow. For mind Retail, C.E.O. and Co-Founder...
23 October 2025
Cosmetics: How start-up Aiso multiplied by 5 the visibility of U.S. brand Particle on ChatGPT
Since March 2025, Israeli start-up Aiso has been working with the U.S. online brand Particle, a specialist in men’s cosmetics, to strengthen visibility on ChatGPT. In 6 months, impressions have...
13 October 2025
[mind Info] Cegid signs 3 new retailers and accelerates voice AI development
Buoyed by strong sales momentum, Cegid revealed to mind Retail the identities of three new retail clients and the features of Cegid Pulse, a “super app” for sales assistants expected in 2026. By...
22 September 2025
[Mind Retail info] Ouidrop rolls out drive-through robotics at E.Leclerc and prepares for Series A
Mind Retail learned the French start-up, which specialises in robotics technology for grocery drive-throughs, has signed new deals with E.Leclerc supermarkets. The rapidly growing start-up, whose...
26 August 2025
[mind Retail Exclusive] MediaMarkt aims to boost after-sales service performance with AI-enhanced advisors
Behind the scenes of Shoptalk, mind Retail spoke with Henny Steiniger, VP of Customer Experience at MediaMarkt. She revealed her ambitions for the new after-sales chatbot enhanced with generative...
After supermarkets and fashion, Dior and Cartier are now the target of cyber attacks
As cyber attacks have been mushrooming in Europe's fashion and food sectors, luxury goods are not being spared. Recently, customer data from Dior (LVMH) and Cartier (Richemont) was raided.
Customer satisfaction: Actionable enhances product with an AI Data Analyst assistant
Just a year after launch, tech start-up Actionable, which specialises in predicting customer satisfaction, is picking up speed. With a product launch, ISO 27001 certification, an award at...
30 April 2025
ChatGPT transitions from a search engine to an e-commerce platform
While denying any affiliation practices, OpenAI is launching a new shopping experience directly within ChatGPT. A search engine connected to the web since October 2024, the platform now includes...
29 April 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
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
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...