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Retail Industry News
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Shein targets lower Hong Kong IPO valuation as fast-fashion growth model faces market reset
Shein is reportedly seeking a US$30 billion to US$40 billion Hong Kong IPO valuation, but slowing growth, tariff pressure and regulatory scrutiny are forcing investors to reprice the fast-fashion giant.
CAVA’s newest director runs a 1,500-store network. Can she protect its fast-growth model?
CAVA Group has recruited an executive responsible for more than 1,500 Ulta Beauty stores, adding large-scale retail, real estate and guest-experience expertise as its restaurant expansion accelerates.
J Sainsbury plc (LSE: SBRY) rises as £120m Argos sale sharpens food strategy
Sainsbury’s to sell Argos for £120m, but lower leases and sharper food focus matter more. October results will test the SBRY rerating.
Alimentation Couche-Tard’s $8.6bn Żabka tender is the largest deal in its history and a decisive European bet
Couche-Tard's $8.6bn Żabka tender is its biggest deal ever, but EU merger review and minority holders still stand between it and a December 2026 close.
Mattel gives Roberto Stanichi more power, but can Hot Wheels and Barbie rescue its battered valuation?
Roberto Stanichi will oversee Mattel’s global brands, marketing and product design as the company confronts weaker Barbie demand, margin pressure and activist scrutiny.
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Church & Dwight (NYSE: CHD) raises 2026 organic sales guide to 4-5% and cash flow to $1.18bn after Q2 beat
Church & Dwight raises 2026 organic sales guide to 4-5% and cash flow to $1.175 billion after a Q2 beat, though a softer Q3 EPS view sets the next test.
Roche Bobois changes its top leadership as the luxury furniture slowdown reaches a critical stage
Éric Amourdedieu will lead Roche Bobois after the listed French furniture group removed Guillaume Demulier and promoted finance chief Stéphanie Berson within a streamlined executive board.
adidas Q2 2026: ADS shares plunge 17% despite record €6.7bn in quarterly sales
adidas posted record €6.7bn Q2 sales and lifted FY26 revenue guidance, yet ADS shares fell 17% as a €924m World Cup marketing bill flagged H2 margin risk.
Michael Hill International (ASX: MHJ) expects FY26 EBIT to jump up to 57% as same-store sales rise
Michael Hill International has delivered sales growth across Australia, Canada and New Zealand while lifting expected FY26 comparable EBIT by at least 44%. The stronger profit outlook suggests that portfolio simplification and tighter retail execution are gaining traction, although the full-year margin, dividend decision and second-half earnings profile remain important tests.