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Retail Industry News
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France passes ultra-fast-fashion law targeting Shein, Temu and AliExpress advertising
France is targeting Shein, Temu and AliExpress with garment penalties and an ad ban, but Europe’s biggest fast-fashion brands largely escape.
Nike (NKE) beats Q4 with $986m tariff refund but Greater China -12% keeps stock heavy
Nike (NKE) Q4 beats on $986M IEEPA tariff refund but China -12%; turnaround still lagging. Full executive read on Elliott Hill's plan ahead of Investor Day.
Could SPS Commerce’s 3P divestiture sharpen its retail supply chain software strategy?
SPS Commerce’s 3P Revenue Recovery sale sharpens SPSC’s focus on 1P suppliers, retail software depth and Carbon6 portfolio cleanup.
The chatbot era is ending. Here is where Spyne sees the next dealership AI battle
Spyne’s Q2 2026 analysis argues that affordability, constrained used-vehicle supply and fragmented dealer data are pushing artificial intelligence from isolated tools into connected retail execution. The larger implication is that disciplined workflows, rather than AI novelty, will determine whether dealerships gain margin or merely add another software bill.
A $158m test for Cencosud: Can Makro become Colombia’s next profit engine?
Cencosud is adding 21 Makro stores across Colombia, extending its cash-and-carry platform while testing whether regional scale can deliver stronger margins and investor returns.
THG confirms stronger H1 growth as Beauty and Nutrition drive EBITDA recovery
THG has reported accelerating Beauty and Nutrition sales, a 36% increase in trailing adjusted EBITDA and its strongest first-half free cash flow since 2021, but investors remain cautious over debt, whey inflation and an unresolved ÂŁ78 million VAT claim.
Nike taps Pfizer veteran David Denton as new CFO as Elliott Hill turnaround moves into execution phase
Nike names former Pfizer CFO David Denton as new finance chief with $20M package, signalling an execution-focused next phase under Elliott Hill. Read more.
Why Grasim chose Pantaloons veteran Sangeeta Tanwani to lead its textiles business
Sangeeta Tanwani’s move from consumer retail to Grasim Industries’ textiles business signals a stronger push toward branded fabrics, premium products and customer-led growth.
Bata India names Sanjay Rao CEO as footwear retailer targets faster growth
Sanjay Rao will take control of Bata India after a five-year leadership cycle, with investors expecting faster product decisions, stronger store economics and renewed relevance among younger consumers.
Kroger’s first Greg Foran quarter delivers a sales beat, a margin warning, and a forced reset of the equity narrative
Kroger ($KR) Q1 FY26 revenue beats at $46.1B but margins, identical sales miss the buy side. Full executive analysis on the Greg Foran reset and what comes next.