financial results

Walgreens is continuing a shift towards healthcare, 18 months after C.E.O. Rosalind Brewer, former n°2 at Starbucks arrived. The drugstore chain (sales of US$35.4 billion in Q3 2023, up by...

4 July 2023

USA. Furniture pure-player Wayfair tries “brick & mortar” again

Originally scheduled for mid-May 2023, Wayfair announced that a first physical store will welcome customers in Spring of 2024. The 14,000 sq.m flagship store is under construction at the Chicago...

30 June 2023

USA. Why Paco Rabanne and Kering are investing in beauty

In parallel with a diversification into make-up, Paco Rabanne announces the opening of a flagship store in New York. Meanwhile, Kering is due to acquire the Creed perfume brand. For the luxury...

29 June 2023

China : Alibaba and JD.com spin-offs delight investors

On 30th March 2023, JD.com announced a spin-off of property and industrial units from the core business in order to list these on the Hong Kong Stock Exchange. In the listing documents filed on...

4 May 2023

[Amazon results] Focus on A.I. to revive AWS, a declining source of profitability in Q1

Whilst Amazon's e-commerce business is losing momentum (down by 0.1% year-on-year), the AWS cloud service is recording the slowest growth since 2015. To improve profitability, the tech giant is...

4 May 2023

Galeries Lafayette: New impetus in China, concern for the 25 French stores in provinces

While Galeries Lafayette has signed with a new Chinese partner, in France, the financial safeguard procedure for 26 department stores raises stakes of territory appeal at a national level.

28 April 2023

Casino – Teract: Intermarché is joining the fray

Interrupting a proposed merger between Casino and Teract, Intermarché is joining the fray. The firm wants to take over about 100 Casino French supermarkets to gain 0.7% market share. This is...

25 April 2023

Beauty. The Indian unicorn Nykaa continues to grow like crazy

Despite a departure of five senior executives since January 2023, Nykaa expects sales to grow by around 30% in the financial year ended in March 2023. On 5th April, the pure-player (which also...

7 April 2023

Walmart: By 2026, 65% of web orders prepared in stores will be automated

While Walmart has managed to increase the weight of online sales in 2022, with total revenue growth keeping pace with inflation, the company is making supply-chain automation a priority. Within 3...

7 April 2023

Couche-Tard consolidates in Europe via a US$3.3 billion buyout

Taking advantage of TotalEnergies' withdrawal from petrol stations, the Canadian company Couche-Tard is filling the space and expanding operations in Germany, the Netherlands, Belgium and...

27 March 2023

Financial results. Inditex widens the gap with H&M and Fast Retailing in 2022

In 2022, the world's largest fashion Inditex retailer posted a profit of €4 billion, up by 27% on 2021. A net result that places the group above fast-fashion competitors.

21 March 2023

With 19% of online sales, Target reinvests US$100 million in e-commerce logistics

The supermarket chain has announced that it is investing US$100 million in its e-commerce logistics to build six new order preparation centres by 2026. With this investment, Target is capitalising...

17 March 2023

USA: Meta stops live shopping initiatives

In mid-February 2023, Meta (turnover of US$117 billion in 2022 down by 1%) indicated the end of the possibility to tag products (and thus make them “shoppable”) in live...

9 March 2023

DIY : The Home Depot saves margin in 2022, despite a weak housing market in the US

On February 21, The Home Depot released annual results. Despite the weak property market in the USA, the company managed to retain margin. However, the current fiscal year looks risky and the...

7 March 2023

In 2022, Lego’s net profit margin ratio exceeded that of LVMH

In 2022, Lego‘s turnover slowed down. From 27% growth a year ago, it grew by 17% in 2022 to €8.7 billion (constant rates) via 904 stores. Western Europe and America were particularly...

7 March 2023

Zalando’s sales growth stopped in 2022, with operating margin divided by three

Following a meteoric growth in 2021 (turnover of €10.35 billion up by 29.7%), Zalando‘s sales reached €10.34 billion in 2022, slightly down by -0.1%. While the number of...

7 March 2023

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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

BNPL: Between healthcare and retail, Scalapay accelerates a P.O.S. offensive with two major signings

Building on a strong foothold in fashion, Scalapay is strengthening in-store penetration targeting players in the healthcare sector. According to our information, the Italian BNPL unicorn has...

25 February 2026

Google is testing the RCS button in Google My Business alongside the WhatsApp button

A year after WhatsApp, Google is testing the RCS button in My Business listings for several markets, according to our information. The goal is to offer brands a new marketing lever that can be...

20 February 2026

Find out who is replacing Arnaud Gallet as Head of NRF Europe

According to our information, the succession at the head of NRF Europe and SIEC is now finalized. An executive from a major international event company took up her position at Comexposium in...

19 February 2026

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DOOH: Clear Channel Outdoor buyout opens new strategic cycle after 5 years of losses

After accumulating US$1.6 billion in net losses between 2020 and 2024, the American Clear Channel Outdoor is set to change scale. The acquisition by a consortium (led by Mubadala Capital and TWG...

13 February 2026

Find out who is replacing Arnaud Gallet as Head of NRF Europe

According to our information, the succession at the head of NRF Europe and SIEC is now finalized. An executive from a major international event company took up her position at Comexposium in...

19 February 2026

Profound raises US$96 million in Series C funding, becoming a first GEO unicorn

Founded in 2024 in New York by James Cadwallader, GEO startup Profound raised US$96 million on February 24, 2026, in a Series C round led by Lightspeed Venture Partners, including Sequoia Capital...

25 February 2026

Klépierre, URW, Carmila: in 2025, retail media and services accounted for nearly 10% of net rental income

Published on February 12 and 19, annual financial results of the three major European property companies show that Klépierre, Unibail-Rodamco-Westfield, and Carmila are no longer singing from the...

24 February 2026

After a profitable fiscal year, Fluent Commerce raises €27 million

Australian OMS publisher Fluent Commerce raises €27 million from Bain Capital to accelerate international expansion and establish in the US against players such as Manhattan and Oracle. In an...

17 February 2026

Shopping centres: in Brazil, AI reduces contract signing time by 80% at Grupo AD

In Brazil, the second-largest shopping centre owner Grupo AD (2025 revenue: 7.5 billion reais, or €1.2 billion), is deploying AI for prospecting, qualifying and negotiating commercial leases...

19 February 2026