Retail Detail (UK Grocery data restatement, Swatch preview, Spanish retail sales)

Research evidence excerpt

Retail Detail (UK Grocery data restatement, Swatch preview, Spanish retail sales)

Equity Research

29 June 2026

Retail Detail

Daily Retail and Luxury News (27

June 2026)

UK Grocery data restatement, Swatch preview, Spanish retail UK Mid & Small Cap Leisure/Consumer

sales accelerate in May NEUTRAL

European Food Retail

NEUTRAL

European General Retail

Morning's key headlines (more stories below) EMEANEUTRALInternet

Retail: POSITIVE

• **BARCLAYS RESEARCH: UK Food Retail Market share - Reviewing Worldpanel’s European Luxury Goods & Specialty Retail

NEUTRAL restatement: Tesco comps revised down**

• **BARCLAYS RESEARCH: European Retail Valuation Sheet** European Food and General Retail

• Spanish personal equipment retail sales accelerate in May Matthew Clements

• NEXT CFO sells £2.7m of shares. +44 (0)20 7773 6018

• IGD forecasts suggest UK grocery market. matthew.clements@barclays.com

Barclays, UK

Luxury: Imogen Doyle

• **BARCLAYS RESEARCH: Swatch H1-26 preview: Expecting positive growth to stay +44 (0)20 7773 2605

in H1** imogen.doyle@barclays.com

• US drives Luxury growth. Barclays, UK

• Fragrance remains a rare growth area within luxury and beauty. European Luxury Goods & Specialty

• Saks Global rebrands as Exemplar Luxury Group following Chapter 11 exit. Retail

Viktoria Petrova

+49 (0)69 7161 1052

viktoria.petrova@barclays.com

BBI, Frankfurt

Carole Madjo Barclays upcoming events

+44 (0)20 3134 3168

**SAVE THE DATE: European Retail Forum 2026 (06/13/20 November carole.madjo@barclays.com

2026)** Please save the date for the 17th Barclays European Retail Forum, consisting Barclays, UK

of three days of virtual fireside chats with senior management from leading European

Filippo Croce

retailers. +44 (0)20 3555 2994

filippo.croce1@barclays.com

Barclays Capital Inc.