Retail Detail (French grocery market share, Global ecommerce model, Boohoo licensing deal)

Research evidence excerpt

Retail Detail (French grocery market share, Global ecommerce model, Boohoo licensing deal)

Equity Research

8 June 2026

Retail Detail

Daily Retail and Luxury News (8

June 2026)

French grocery market share, Global ecommerce model, UK Mid & Small Cap Leisure/Consumer

Boohoo licensing deal NEUTRAL

European Food Retail

NEUTRAL

European General Retail

Morning's key headlines (more stories below) NEUTRALEMEA Internet

Retail: POSITIVE

• **BARCLAYS RESEARCH: French Food Retail Market Share - Carrefour trends European Luxury Goods & Specialty Retail

NEUTRAL impacted by technicals**

• **BARCLAYS RESEARCH: Global E-Commerce - Steady Growth As We Enter The European Food and General Retail

AI Era** Matthew Clements

• Greggs appoints non-exec director. +44 (0)20 7773 6018

• Boohoo announces new licensing partnership with Revolution Beauty. matthew.clements@barclays.com

• Casino announces extended partnership to accelerate c-store growth. Barclays, UK

Imogen Doyle

Luxury: +44 (0)20 7773 2605

• FT's Big Read on challenges facing Swatch imogen.doyle@barclays.com

• Prada launches inner garment for NASA astronauts with Axiom Space. Barclays, UK

• Luxury groups intensify portfolio rationalisation amid demand slowdown. European Luxury Goods & Specialty

• Hong Kong luxury malls benefit from rebound in affluent consumer spending. Retail

• CBRE says luxury to account for one-third of retail space on Champs-Élysées. Viktoria Petrova

+49 (0)69 7161 1052

viktoria.petrova@barclays.com

BBI, Frankfurt

Carole Madjo

Barclays upcoming events +44 (0)20 3134 3168 carole.madjo@barclays.com

**Analyst Access: Barclays: Q2 Luxury results: Setting the scene (12 June Barclays, UK

2026)** Join our analysts (Viktoria Petrova, Carole Madjo, Filippo Croce) for a Filippo Croce