investments
The SaaS licence model falters in the face of AI automation
With the launch of Claude Cowork, the software sector, prized by investors for predictable and recurring revenue, is slowing down. According to Bain, stock market indices for SaaS tech editors...
- Retail
- Economy and regulators
- News
19 March 2026
[Amazon Results] E-commerce fuelled by AI and advertising drives Amazon in 2025, but the cloud bet raises questions
Driven by e-commerce, the marketplace, the cloud, and advertising — four units each generating more than US$12 billion in incremental revenue in 2025 — Amazon ended the year with solid...
Global retail tech investment rose by 7.4% in 2025
In 2025, venture capital continued to flow into commerce technologies. With 27.5 billion dollars invested in retail tech, the average deal size increased while the number of transactions declined.
- Retail
- Economy and regulators
- Analysis
23 January 2026
[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...
- Retail
- Retailer and e-commerce
- Analysis
10 November 2025
Our mind news
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...
- Retail
- mind Exclusive
- Retail tech
4 September 2026
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...
3 September 2026
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...
20 August 2026
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...
7 July 2026
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
Before an IPO, Shein forced to reveal margin erosion in 2025 and impact of US tariff shock
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...
- Retail
- Property and investors
- Analysis
21 August 2026
2
O’Boticario rolls out AI diagnostics across 4,000 stores with Haut.ai
On August 18, Brazilian cosmetics retail chain O’Boticario (2025 GMV up by 6.7%) announced the deployment of skin analysis technology provided by Estonian start-up Haut.AI. It will be rolled...
- Retail
- Retailer and e-commerce
- News
21 August 2026
3
E-commerce: click-through rate down by 5.4% since Google AIO launch in France
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...
20 August 2026
4
Which 3 retailers structured their AI governance this summer?
This summer, Target, PVH Corp and B&M simultaneously reinforced their executive teams with the creation of dedicated AI roles. A move marking the shift from experimentation to the...
- Retail
- Retail tech
- News
17 August 2026
5
Albertsons says its customers are buying more thanks to AI agents
Through its conversational assistant, the US grocery retailer is recording double-digit increases in e-commerce baskets. Eager to maximise their potential, it is changing tack and rolling out a...
- Retail
- Retail tech
- News
18 August 2026
6
Walmart finally accepts in-store payments with Apple Pay and Google Pay
Sanctioned by financial markets after a sharp US slowdown in Q2, Walmart is reviewing a checkout strategy. Abandoning a rejection of technological giants, the group is rolling out Apple Pay and...
- Retail
- Retailer and e-commerce
- News
24 August 2026