Retail Detail (B&M CFO, Burberry 1Q preview, UK de minimis closure)

Research evidence excerpt

Retail Detail (B&M CFO, Burberry 1Q preview, UK de minimis closure)

Equity Research

24 June 2026

Retail Detail

Daily Retail and Luxury News (24

June 2026)

B&M CFO, Burberry 1Q preview, UK de minimis closure 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: UK Food Retail Market Share - Tesco performance steady POSITIVE

on a 2Y view, M&S strength continues** European Luxury Goods & Specialty Retail

• B&M CFO appointment. NEUTRAL

• UK Treasury brings forward de minimis deadline by just six months. European Food and General Retail

• ASDA income tracker (May). Matthew Clements

• EG Group files confidential plans for US listing. +44 (0)20 7773 6018

matthew.clements@barclays.com

Luxury: Barclays, UK

• **BARCLAYS RESEARCH: Burberry Q1-27 preview: Expected retail comps at +5%** Imogen Doyle

• Louis Vuitton Men’s Spring 2027. +44 (0)20 7773 2605

• Saint Laurent Men's Spring 2027. imogen.doyle@barclays.com

• Richemont expands Tuscany leather goods operations. Barclays, UK

European Luxury Goods & Specialty

Retail

Viktoria Petrova

+49 (0)69 7161 1052

viktoria.petrova@barclays.com Barclays upcoming events

BBI, Frankfurt

**ANALYST ACCESS: Barclays: Timeless Luxury: Watches and Jewellery (26 June

2026)** Please join our analysts from the European Luxury Goods and UK Mid & Carole Madjo

Small Cap teams for a discussion on the current state of the Watches & Jewellery +44 (0)20 3134 3168

carole.madjo@barclays.com market. Vika and Carole will touch on the latest developments for Richemont and

Barclays, UK

Swatch, while Richard will share his insights on Watches of Switzerland in the light of

his recent field trip to the US. Filippo Croce

+44 (0)20 3555 2994