Ahold Delhaize's Belgian arm finalizes the acquisition of Delfood, integrating 303 outlets to solidify its dominance in the local convenience retail landscape and expand its total store network to over 1,100 locations.
The Bank of England is launching a public consultation this spring to foster competition in retail payments, aiming to introduce direct account-to-account payment options that could challenge Visa and Mastercard's dominance and lower costs for smaller businesses.
With institutional shareholders dominating ownership, Kearny Financial Corp.'s stock trajectory is closely tied to the moves of major funds. While this brings credibility, it also introduces volatility risks that retail investors should watch.
In his first public message, CEO Michael Fiddelke outlined plans to revive Target's business but avoided addressing growing calls for the retailer to denounce immigration enforcement actions, sparking criticism from activists and shareholders.
Retail tech firm Swiftly unveils an AI-powered platform that converts static weekly grocery circulars into personalized, clickable digital experiences, giving retailers unprecedented control over promotions and shopper engagement data.
Analysts highlight significant upside potential for Palantir Technologies and Microsoft, two standout names in the retail-focused platform's top 10 holdings, despite differing valuation concerns.
Walmart Inc. (WMT) is making a significant push into the health and wellness sector with major investments in pharmacy staffing and services, coinciding with a bullish price target upgrade from UBS. The retail giant's strategic moves come as competition in the pharmacy delivery space intensifies.
Kimberly-Clark reported resilient fourth-quarter results, meeting revenue expectations and slightly surpassing earnings forecasts. Amidst a cost-conscious consumer backdrop, the company pointed to strategic product innovation and cost discipline as key to its performance. Analysts on the earnings call focused on the sustainability of margin gains, the impact of recent acquisitions, and the road ahead in a fragmented retail landscape.
A new intrinsic value analysis of Moonpig Group PLC suggests the online greeting card retailer's stock may be trading at a significant discount to its fair value, based on projected future cash flows.
Newmark Group is back in the headlines following two significant mandates: leading the retail transformation at Vornado's PENN District and arranging a $690 million refinancing for a large multifamily portfolio. This comes as the firm's strong long-term shareholder returns contrast with its modest year-to-date stock performance, raising questions about its current market valuation.
Barclays raises price target on Iron Mountain, citing strength in storage, rentals, and its expanding IT asset lifecycle unit. The firm's data center leasing and cost restructuring are also seen as key catalysts for 2026.
A nationwide class action lawsuit alleges Costco's Kirkland Signature Rotisserie Chicken is misleadingly marketed as having 'No Preservatives,' spotlighting growing scrutiny over clean-label claims in the grocery sector and potential risks to the retailer's reputation.
A deep dive into the shareholder structure of Douglas AG reveals that private equity firms, led by CVC Capital Partners, control a commanding 58% of the company, raising questions about strategic direction and long-term stability for the German beauty retailer.
JPMorgan's shift to a Neutral rating on Best Buy (BBY) highlights mounting challenges for the electronics retailer, including a tougher holiday quarter and weakening sales trends. With shares down sharply over the past year, investors are debating whether the stock's steep discount represents a value trap or a buying opportunity.
The Swiss retailer Villars Holding (VTX:VILN) is showing promising signs of improved capital allocation, with its return on capital employed (ROCE) rising significantly over the past five years alongside increased investment. While its overall return remains below the industry average, the positive trajectory suggests potential for a turnaround.
Faced with mounting debt, Houston's Nine Energy Service has filed for a prepackaged Chapter 11 bankruptcy. The company, which will continue operations, has secured new financing and plans a major financial restructuring agreed upon with key lenders.
OpenText's appointment of former IBM Americas President Ayman Antoun as its new CEO, effective April 2026, has been met with a sharp sell-off. While the move brings deep cloud and AI expertise, investors appear wary of the leadership transition and strategic pivot amid ongoing portfolio restructuring and debt concerns.
Amid a challenging home furnishings market, luxury retailer RH is posting resilient results and gaining ground on competitors. A closer look reveals a strategy pivoting on international expansion, high-margin experiential offerings, and disciplined inventory management, setting the stage for ambitious long-term growth.
Despite a recent pullback in its share price, e.l.f. Beauty (NYSE: ELF) continues to capture market share and investor attention with its potent mix of viral marketing, retail expansion, and improving profitability. We examine the bull case for the value-centric beauty disruptor.
Gold prices staged a significant recovery on Tuesday, regaining some ground after a historic two-day sell-off. The focus now shifts to Chinese retail investors, whose appetite for bargain-hunting ahead of the Lunar New Year could be pivotal for the market's near-term direction.
