Retail Detail (Carrefour preview, M&S EU levy exemption, China 618 festival)

Research evidence excerpt

Retail Detail (Carrefour preview, M&S EU levy exemption, China 618 festival)

Equity Research

22 June 2026

Retail Detail

Daily Retail and Luxury News (22

June 2026)

Carrefour preview, M&S EU levy exemption, China 618 festival UK Mid & Small Cap Leisure/Consumer

NEUTRAL

European Food Retail

European General Retail Morning's key headlines (more stories below)

Retail: EMEA Internet

• **BARCLAYS RESEARCH: Carrefour - 1H results preview (due 23 July)** POSITIVE

• M&S reportedly seeking exemption from EU levy on Irish shipments. European Luxury Goods & Specialty Retail

• JD.com boss says robots will replace delivery workers 'sooner or later'. NEUTRAL

• UK out-of-town retail parks 'effectively full'. European Food and General Retail

• El Corte Inglés names new CEO and reports FY25/26 results. Matthew Clements

+44 (0)20 7773 6018

Luxury: matthew.clements@barclays.com

• China’s 618 festival signals shift beyond discount-led growth Barclays, UK

• European cities compete for Chinese tourists Imogen Doyle

• Airport retail drives resilient luxury demand. +44 (0)20 7773 2605

• China home prices bottoming out as buyers seek bargains. imogen.doyle@barclays.com

• Prada pushes extreme minimalism in SS27 menswear show. Barclays, UK

European Luxury Goods & Specialty

Retail

Viktoria Petrova

+49 (0)69 7161 1052

viktoria.petrova@barclays.com Barclays upcoming events

BBI, Frankfurt

**CORPORATE ACCESS: Barclays: Channel check with UK grocery expert (23 June

2026)** Please join Karine Elias (Credit Research) and Matt Clements (Equity Carole Madjo

+44 (0)20 3134 3168 Research) on Tuesday, 23 June, as they host Steve Dresser, CEO at Grocery Insight, for

carole.madjo@barclays.com

a lunch in London to discuss the competitive environment in UK food retail.

Barclays, UK