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Retail Industry News
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Walmart opens $350m Texas milk plant as WMT deepens control of grocery supply chain
Milk looks basic. Walmart sees a supply-chain weapon. Its Texas plant shows how private-label grocery competition is moving upstream.
Is Procter & Gamble’s SK-II winning the China beauty rebound that Shiseido lost?
China premium beauty has turned, but unevenly. Procter & Gamble's SK-II sets the bar Estée Lauder and Shiseido have to clear in the next reporting cycle.
DoorDash (NASDAQ: DASH) adds 350-plus regional grocery stores as it tightens hold on U.S. third-party delivery
DoorDash is no longer chasing national grocery chains. It is locking up regional banners Instacart cannot afford to lose. DASH earnings land May 6.
Unilever PLC (LSE: ULVR) faces oil shock test before 30 April Q1 trading update
Unilever's 30 April Q1 update lands six days after Procter & Gamble's $1 billion oil warning. Fernando Fernandez's first credibility test arrives early.
Associated British Foods (LSE: ABF) faces investor test as Primark split lands alongside 18% profit decline
Primark may unlock value outside ABF. But Sugar losses, Europe weakness and Middle East risk make the split harder than the headline suggests.
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.
WH Smith PLC (SMWH) suspends dividend as Middle East conflict clouds summer outlook and profit slumps to £3m in H1 2026
WH Smith PLC (SMWH) H1 2026: Revenue rises 5% to £748m but profit slumps to £3m, dividend suspended. Full-year outlook cautious. Read our analysis.
lululemon athletica ends four-month CEO search with Heidi O’Neill appointment as LULU falls 5%
lululemon names Nike veteran Heidi O'Neill as CEO from September 8. LULU stock falls 5%. What her appointment means for the brand reset. Read more.
SBRY shares drop 5% on results day despite J Sainsbury plc delivering food volume gains and free cash flow ahead of target
J Sainsbury FY2026: £30bn retail sales, 6th year of volume outperformance, £300m buyback, but wide profit guidance sends SBRY down 5%. Full analysis.
ASOS Plc confirms FY26 guidance as AEBITDA surges 51% — but ASC stock sits near 52-week lows
ASOS Plc reports 51% AEBITDA growth in H1 FY26 with gross margin at a three-year high and first new customer growth since 2021. FY26 guidance confirmed. Read the full analysis.