Retail Detail (Consumer sector set-up, Delivery Hero CEO, Austria small packages levy)

Research evidence excerpt

Retail Detail (Consumer sector set-up, Delivery Hero CEO, Austria small packages levy)

Equity Research

13 May 2026

Retail Detail

Daily Retail and E-Commerce News

(13 May 2026)

Consumer sector set-up, Delivery Hero CEO, Austria small UK Mid & Small Cap Leisure/Consumer

packages levy NEUTRAL

European Food Retail

NEUTRAL

European General Retail

NEUTRAL Morning's headlines (full stories below)

• **BARCLAYS RESEARCH: European Equity Strategy - Consumer stocks - what's next EMEA Internet

POSITIVE after the slump?**

• **BARCLAYS RESEARCH: Delivery Hero - Change in CEO** European Food Retail

• Austria proposes €2 levy on e-commerce parcels. Matthew Clements

• Own-label closes perceived quality gap with branded goods. +44 (0)20 7773 6018

• Japanese FMCG brand Calbee to switch to black-and-white packaging amid ink matthew.clements@barclays.com

Barclays, UK

shortages linked to Iran war.

• H&M to launch Studio Resort 2026 collection on 21 May. Imogen Doyle

• Gousto says AI tools will help it limit food inflation impact. +44 (0)20 7773 2605

imogen.doyle@barclays.com

• Iran conflict forecast to cut UK GDP growth by 0.5ppts in 2026. Barclays, UK

• Bangladesh garment manufacturers initiate move to European digital product

passports. European General Retail

• Mango names Hailey Bieber as brand ambassador for summer 2026 campaign. Matthew Clements

• Co-op targets 100+ franchise stores in 2026 as expansion continues. +44 (0)20 7773 6018

• Waitrose to trial smart cabinets for premium drinks to curb shoplifting. matthew.clements@barclays.com Barclays, UK

• Nectar adds Merlin attractions to points redemption scheme.

Imogen Doyle

+44 (0)20 7773 2605

Barclays upcoming events

**ANALYST ACCESS: Barclays: Autonomous Food Delivery Fireside Chat with Serve Robotics