Neil Saunders
@neilretail.com
📤 345
📥 21
📝 14251
Managing Director at GlobalData. Retail analyst.
🇺🇸 The Body Shop returns to the US market
www.retaildive.com/news/the-bod...
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The Body Shop returns to the US market
The beauty company is coming back only through an e-commerce approach after being bought out of U.K. administration in 2024.
http://www.retaildive.com/news/the-body-shop-returns-us-market/802483/
13 minutes ago
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🇺🇸 PepsiCo earnings top estimates as international markets fuel sales growth
www.cnbc.com/2025/10/09/p...
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PepsiCo earnings top estimates as international markets fuel sales growth
The food and beverage giant PepsiCo reiterated its full-year forecast.
http://www.cnbc.com/2025/10/09/pepsico-pep-q3-2025-earnings.html
33 minutes ago
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🇺🇸 Uniqlo to expand US footprint
www.retaildive.com/news/uniqlo-...
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Uniqlo to expand US footprint
The retailer’s upcoming Chicago and San Francisco locations mark its first flagship stores in the U.S. outside of New York City.
http://www.retaildive.com/news/uniqlo-expands-us-footprint-store-openings/802361/
about 1 hour ago
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🇺🇸 Fashion retailers new and old embrace exclusives as a path to growth
www.glossy.co/fashion/fash...
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Fashion Briefing: Fashion retailers new and old embrace exclusives as a path to growth
Exclusivity remains a go-to strategy for online fashion retailers and shopping platforms as they seek to lure in brands and customers. That goes for established players like Farfetch, as well as new…
http://www.glossy.co/fashion/fashion-briefing-fashion-retailers-new-and-old-embrace-exclusives-as-a-path-to-growth/
about 1 hour ago
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🇺🇸 Walmart's ingredient changes were not spurred by 'MAHA', exec says
www.modernretail.co/operations/w...
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Walmart's ingredient changes were not spurred by 'MAHA', exec says
A Walmart leader said the "MAHA" movement "wasn't our impetus" for removing synthetic dyes and other artificial ingredients from food items.
http://www.modernretail.co/operations/walmarts-ingredient-changes-were-not-spurred-by-maha-exec-says/
about 2 hours ago
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🇺🇸 Stitch Fix pilots generative AI style experience
www.retaildive.com/news/stitch-...
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Stitch Fix pilots generative AI style experience
Stitch Fix Vision uses tech to provide clients with an image of their likeness in different environments wearing shoppable outfits.
http://www.retaildive.com/news/stitch-fix-vision-generative-ai-style-experience/802260/
about 2 hours ago
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🇺🇸 The Fed still hasn’t defeated high inflation. Has it failed?
www.cnn.com/2025/10/09/e...
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The Fed still hasn’t defeated high inflation. Has it failed? | CNN Business
The Federal Reserve stepped in last month to safeguard America’s labor market, cutting rates by a quarter point to shore up a slowdown in hiring. But it has another equally important problem still to…
http://www.cnn.com/2025/10/09/economy/has-the-fed-defeated-inflation
about 2 hours ago
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🇺🇸 Levi Strauss raises prices, helping to boost profit and outlook
www.cnbc.com/2025/10/09/l...
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Levi Strauss raises prices, helping to boost profit and outlook
Levi Strauss is raising prices across its assortment but said consumer demand is so far holding steady.
http://www.cnbc.com/2025/10/09/levi-strauss-levi-q3-2025-earnings.html
about 3 hours ago
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🇺🇸 Sam's Club is changing its Sunday store hours, beginning this weekend
www.usatoday.com/story/money/...
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Sam's Club is changing its Sunday store hours, beginning this weekend
Sam's Club confirmed to USA TODAY it will have new hours for its warehouses on Sundays, beginning Oct. 12. Here's what members need to know.
http://www.usatoday.com/story/money/2025/10/09/sams-club-new-store-hours-sundays/86603373007/
about 3 hours ago
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🇺🇸 PepsiCo volumes slide as chief cites ‘constructive’ talks with Elliott
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PepsiCo volumes slide as chief cites ‘constructive’ talks with Elliott
Weakness in North America comes as activist pressures management to deliver turnaround
https://www.ft.com/content/e948456d-f257-4a55-80e9-084206ddad61
about 3 hours ago
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🇺🇸 Fat jabs take the fizz out of Pepsi sales
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Fat jabs take the fizz out of Pepsi sales
PepsiCo, which owns Walkers, Doritos and Pipers Crisps, said the volume of goods sold by its food and drink arms fell 1% in the third quarter.
https://www.thisismoney.co.uk/money/markets/article-15178711/Fat-jabs-fizz-Pepsi-sales-Health-aware-consumers-cut-snacks-drinks.html
about 4 hours ago
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🇬🇧 Consumer caution ahead of Budget drives drop in footfall
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Consumer caution ahead of Budget drives drop in footfall – BRC
Total UK footfall was down by 1.8% in September compared to a year earlier, according to BRC-Sensormatic data.
https://www.standard.co.uk/business/business-news/budget-london-retailers-scotland-northern-ireland-b1252204.html
about 4 hours ago
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🇬🇧 Richard Desmond’s lottery court fight draws in ex-Sainsbury’s boss Justin King
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Richard Desmond’s lottery court fight draws in ex-Sainsbury’s boss Justin King
Media tycoon’s Northern & Shell sues Gambling Commission over bid to run UK’s National Lottery
https://www.ft.com/content/f042dc34-ba99-4712-99e6-a095766c12ae
about 5 hours ago
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🇬🇧 Very Group hires Superdrug exec as retail media boss
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Very Group hires Superdrug exec as retail media boss - Retail Gazette
Very Group has named Superdrug exec Paul Stafford as its new head of retail media.
https://www.retailgazette.co.uk/blog/2025/10/very-group-paul-stafford/
about 5 hours ago
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🇬🇧 Morrisons launches on-demand delivery service
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Morrisons launches on-demand delivery service
The supermarket giant has today launched Morrisons Now, an on-demand delivery service where customers can order up to 30 items to be delivered within 60 minutes.
https://www.retail-week.com/grocery/morrisons-launches-on-demand-delivery-service/7049737.article
about 5 hours ago
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🇬🇧 Shoplifting — a war that’s hurting retailers and law-abiding people
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Shoplifting — a war that’s hurting retailers and law-abiding people
Also in this week’s newsletter: signs of life in London’s IPO market
https://www.ft.com/content/7154c8e7-d97e-45b8-bbb0-ff40a3f7b0c4
about 5 hours ago
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🇬🇧 LK Bennett targets younger demographic with new LKB range
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LK Bennett targets younger demographic with new LKB range
LK Bennett has launched its new LKB London collection as the luxury fashion brand looks to target a younger demographic, Retail Week can reveal.
https://www.retail-week.com/fashion/lk-bennett-targets-younger-demographic-with-new-lkb-range/7049735.article
about 6 hours ago
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🇬🇧 Australian womenswear brand Kookai to return to UK high street
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Australian womenswear brand Kookai to return to UK high street
Australian womenswear brand Kookai is returning to UK physical retail for the first time in over a decade, and is in the process of agreeing a deal for a new store in central London, Retail Week can…
https://www.retail-week.com/fashion/australian-womenswear-brand-kookai-to-return-to-uk-high-street/7049700.article
about 6 hours ago
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🇬🇧 Kingfisher names new CCO
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Kingfisher names new CCO - Retail Gazette
Kingfisher has appointed Debarati Sen as its new chief commercial officer (CCO).
https://www.retailgazette.co.uk/blog/2025/10/kingfisher-new-cco/
about 6 hours ago
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🇬🇧 Alo Yoga expands UK footprint with four new stores
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Alo Yoga expands UK footprint with four new stores - Retail Gazette
Alo Yoga is expanding across the UK with four new shops on the way.
https://www.retailgazette.co.uk/blog/2025/10/alo-yoga-expansion-plans/
about 6 hours ago
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🇬🇧 The Very Group poaches former Supedrug retail media boss
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The Very Group poaches former Supedrug retail media boss
The Very Group has tapped former Superdrug head of retail media Paul Stafford to run its own Very Media Group.
https://www.retail-week.com/people/the-very-group-poaches-former-supedrug-retail-media-boss/7049744.article
about 6 hours ago
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🇬🇧 Higher interest rates will strengthen household spending, Bank policymaker says
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Higher interest rates will strengthen household spending, Bank policymaker says
Catherine Mann said interest rates need to stay higher for longer in order to tackle elevated inflation in the UK.
https://www.standard.co.uk/business/business-news/bank-of-england-andrew-bailey-food-resolution-foundation-b1252055.html
about 6 hours ago
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🇬🇧 Families 'scarred' by years of high inflation, Bank of England warns
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Families 'scarred' by years of high inflation, Bank of England warns
Bank official Catherine Mann (pictured) said the inflation shock of 2021-22 means prices are now 30% higher than they were in 2019 pre-Covid.
https://www.thisismoney.co.uk/money/markets/article-15178385/Families-spending-scarred-years-sky-high-inflation-Bank-England-warns.html
about 6 hours ago
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🇬🇧 Morrisons faces mounting staff backlash to efficiency app rollout
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Morrisons faces mounting staff backlash to efficiency app rollout
Supermarket giant Morrisons has sparked a backlash among its workforce, as the retailer rolls out an app that records how long staff take to replenish stock, Retail Week can reveal.
https://www.retail-week.com/grocery/morrisons-faces-mounting-staff-backlash-to-efficiency-app-rollout/7049734.article
about 6 hours ago
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🇬🇧 Upper Crust owner SSP shrugs off strikes to reveal a 7% rise in sales
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Upper Crust owner SSP shrugs off strikes to reveal a 7% rise in sales
Overall sales rose 8% to £3.7bn in the year to September, against 'a softer demand environment' in key travel spots.
https://www.thisismoney.co.uk/money/markets/article-15178351/Upper-Crust-Millies-Cookies-owner-SSP-shrugs-rail-strikes-reveal-7-rise-sales.html
about 7 hours ago
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🇬🇧 ‘Scarred’ Britons are afraid to spend, says Bank of England official
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‘Scarred’ Britons are afraid to spend, says Bank of England official
Catherine Mann blames ‘high and volatile inflation’ for recent consumer behaviour
https://www.telegraph.co.uk/business/2025/10/09/scarred-britons-are-afraid-to-spend/
about 7 hours ago
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🇬🇧 John Lewis to build Reading tower block after overcoming NHS opposition
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John Lewis to build Reading tower block after overcoming NHS opposition
Retailer’s £70m development gets green light despite concerns over pressure on local GPs
https://www.telegraph.co.uk/business/2025/10/09/john-lewis-build-reading-tower-block-nhs-opposition/
about 7 hours ago
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🇬🇧 Low consumer confidence weighs on UK retail footfall
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Low consumer confidence weighs on UK retail footfall
Low consumer confidence ahead of the upcoming Budget next month is driving shoppers away from retail locations, the British Retail Consortium (BRC) has warned.
https://www.retail-week.com/news/low-consumer-confidence-weighs-on-uk-retail-footfall/7049738.article
about 7 hours ago
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🇬🇧 Footfall drops in sign of pre-Budget nerves
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Footfall drops in sign of pre-Budget nerves
Footfall at UK retailers dropped in September, in a sign consumers are tightening their belts in the face of next month's Budget
https://www.cityam.com/footfall-drops-in-sign-of-pre-budget-nerves/
about 8 hours ago
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🇬🇧 Gen Z to drive £26bn of retail spend in 2025
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Gen Z to drive £26bn of retail spend in 2025 - Retail Gazette
A third (34%) of Gen Z shoppers would choose to save or invest an unexpected £1,000 windfall rather than spend it, new research has found.
https://www.retailgazette.co.uk/blog/2025/10/gen-z-windfall/
about 8 hours ago
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🇬🇧 Frasers Group takes on the US with new acquisition
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Frasers Group takes on the US with new acquisition
Frasers Group has acquired a majority stake in US-based luxury retailer The Webster as part of a new strategic partnership, which will allow the Flannels owner to grow its luxury business in North…
https://www.drapersonline.com/news/frasers-group-takes-on-the-us-with-new-acquisition
about 8 hours ago
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🇬🇧 One of Britain’s oldest bakeries at risk of collapse
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One of Britain’s oldest bakeries at risk of collapse
Family-run Roberts Bakery could close its doors after 138 years following a devastating fire
https://www.telegraph.co.uk/business/2025/10/09/one-of-britains-oldest-bakeries-at-risk-of-collapse/
about 9 hours ago
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🇬🇧 Tax fears heat up as firms ‘not ready for another Budget battering’
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Tax fears heat up as firms ‘not ready for another Budget battering’
The British Chambers of Commerce (BCC) survey shows business confidence remains in a fragile state amid heightened tax fears.
https://www.cityam.com/tax-fears-heat-up-as-firms-not-ready-for-another-budget-battering/
about 9 hours ago
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🇬🇧 John Lewis Partnership receives green light for Reading development
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John Lewis Partnership receives green light for Reading development
John Lewis Partnership has received planning permission for its £70m build-to-rent development in Reading.
https://www.retail-week.com/stores-and-property/john-lewis-partnership-receives-green-light-for-reading-development/7049739.article
about 9 hours ago
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🇬🇧 Bruised business can't take another Budget battering, bosses warn
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Bruised business can't take another Budget battering, bosses warn
A survey of more than 4,600 firms found that tax 'continues to be the biggest concern' as the Chancellor (pictured) plots another raid next month.
https://www.thisismoney.co.uk/money/markets/article-15178531/Bruised-business-Budget-battering-Bosses-sound-alarm-Reeves-plots-fresh-tax-raid.html
about 10 hours ago
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🇬🇧 Landlords brand Starmer’s late night pub plan a ‘waste of time’
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Landlords brand Starmer’s late night pub plan a ‘waste of time’
Bosses warn change risk driving up costs as many venues struggle with Labour’s higher taxes
https://www.telegraph.co.uk/business/2025/10/09/landlords-brand-pub-plan-waste-of-time-taxes-hammer-sector/
about 10 hours ago
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🇬🇧 Very Group poaches Superdrug head of retail media
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Very Group poaches Superdrug head of retail media
Very Media Group, part of The Very Group, has appointed Paul Stafford as its new head of retail media as it looks to accelerate the growth of its retail media network.
https://www.drapersonline.com/companies/directory/very/very-group-poaches-superdrug-head-of-retail-media
about 10 hours ago
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🇬🇧 Gingardium Leviosa: Emma Watson's gin brand takes off
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Gingardium Leviosa: Emma Watson's gin brand takes off
The luxury gin brand co-founded by Harry Potter star Emma Watson has surged in value after raising an extra £5m.
https://www.cityam.com/gingardium-leviosa-harry-potter-star-emma-watsons-gin-brand-takes-off/
about 11 hours ago
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🇬🇧 Frasers Group snaps up majority stake in US luxury retailer
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Frasers Group snaps up majority stake in US luxury retailer
Frasers Group has snapped up a majority stake in US luxury multi-brand retailer The Webster as the retail giant ramps up its international expansion.
https://www.retail-week.com/fashion/frasers-group-snaps-up-majority-stake-in-us-luxury-retailer/7049745.article
about 11 hours ago
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🇬🇧 Del Boy billionaire's empire returns to profit after rescue deals
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Del Boy billionaire's empire returns to profit after rescue deals
The retail empire, owned by the so-called ‘Del Boy billionaire’ and behind The Range and Wilko, returned to profit before rescuing Homebase.
https://www.cityam.com/del-boy-billionaires-empire-returns-to-profit-after-rescue-deals/
about 11 hours ago
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🇺🇸 Kroger expands DoorDash partnership to offer full grocery selection nationwide
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Kroger expands DoorDash partnership to offer full grocery selection nationwide
The expanded offering comes as Kroger looks to keep growing its digital business, which accounts for nearly 9% of the company’s total sales revenue.
https://www.usatoday.com/story/money/business/2025/10/08/kroger-doordash-partnership/86574114007/
about 24 hours ago
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🇺🇸 Amazon Fresh decides to shutter 5 stores
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Amazon Fresh decides to shutter 5 stores
The chain is pruning its fleet even as the company expands its grocery business on other fronts.
https://www.retaildive.com/news/amazon-fresh-store-closures-california-long-island-new-york/802317/
1 day ago
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🇺🇸 Nike's comeback hinges on China — how CEO Elliott Hill plans to fix it
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Nike's comeback hinges on China — how CEO Elliott Hill plans to fix it
Fixing China will be a crucial chapter on Nike's path back to full strength.
https://www.cnbc.com/2025/10/08/nikes-comeback-hinges-on-china-how-ceo-elliott-hill-plans-to-fix-key-market.html
1 day ago
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🇺🇸 Johnson & Johnson ordered to pay $966 million in latest talc cancer case
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Johnson & Johnson ordered to pay $966 million in latest talc cancer case | CNN Business
A Los Angeles jury ordered Johnson & Johnson to pay $966 million to the family of a woman who died from mesothelioma, finding the company liable in the latest trial alleging its talc products cause…
https://www.cnn.com/2025/10/08/business/johnson-and-johnson-liable-cancer-case-intl
1 day ago
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🇺🇸 Harry’s debuts cologne collection
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Harry’s debuts cologne collection
The brand, initially known for its shaving products, said the launch marks “its permanent entrance into the fragrance category.”
https://www.retaildive.com/news/harrys-debuts-cologne-collection/802324/
1 day ago
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🇺🇸 Saks owner sues Puck News, claiming outlet ran 'hit pieces'
nypost.com/2025/10/08/b...
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Saks sues Puck News, claiming outlet ran ‘hit pieces’ — despite reporter’s ‘conflict of interest’
The suit referenced a 2007 interview with The Wall Street Journal, in which Cohan said Lazard was “full of incredibly bright and ambitious people who have their morality completely intact when they…
http://nypost.com/2025/10/08/business/saks-owner-sues-puck-news-claiming-outlet-ran-hit-pieces/
1 day ago
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🇺🇸 During Fashion Month, luxury doubled down on the 1 percent
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During Fashion Month, luxury doubled down on the 1 percent
Rather than rethinking the runway or embracing new talent, the season's major houses doubled down on exclusivity. Celebrities and billionaires replaced influencers in the front row. Archival reissues…
https://www.glossy.co/fashion/luxury/during-fashion-month-luxury-doubled-down-on-the-1-percent/
1 day ago
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🇺🇸 Hanna Andersson to hit 1 million loyalty members as it uses shopper feedback to inform new products
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Hanna Andersson to hit 1 million loyalty members as it uses shopper feedback to inform new products
Swedish children's clothing brand Hanna Andersson is counting on exclusive collections and early access to keep boosting loyalty signups.
https://www.modernretail.co/marketing/hanna-andersson-hits-1-million-loyalty-members-as-it-uses-shopper-feedback-to-inform-new-products/
1 day ago
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🇺🇸 Retail media boom forces grocers like Kroger, Albertsons to reorganize
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Retail media boom forces grocers like Kroger, Albertsons to reorganize
Many of the largest grocers in the U.S have restructured to bring their advertising and traditional retail businesses closer together.
https://www.modernretail.co/marketing/retail-media-boom-forces-grocers-like-kroger-albertsons-to-reorganize/
1 day ago
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🇺🇸 Gap Inc. recruits micro-influencers for new affiliate program
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Gap Inc. recruits micro-influencers for new affiliate program
On the heels of its “Better in Denim” campaign, the apparel retailer is turning to community connections to burnish its cultural influence.
https://www.retaildive.com/news/gap-inc-recruits-micro-influencers-new-affiliate-program/802347/
1 day ago
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