Daily Retail and Luxury News (3 July 2026): AD/JMT/DNP previews, French grocery market share, Inditex CEO interview

Research evidence excerpt

Daily Retail and Luxury News (3 July 2026): AD/JMT/DNP previews, French grocery market share, Inditex CEO interview

Barclays | Retail Detail (AD/JMT/DNP previews, French grocery market share, Inditex CEO interview)

Global Food Delivery - 2024 Growth Looking Consistent, Could We See M+A Enter The Fray? (11

April 2024)

UK Mid & Small Cap

Domino's - Chickening out of our UW: M&A indigestion/ balance sheet risk fades, Chick 'N' Dip

launch more appetising, upgrade to EW (31 March 2026)

UK Budget - Policy trade-offs, market signals and sector themes (12 November 2025)

JD Sports Fashion plc - Capital allocation improved, stock-specific risks are better discounted,

upgrade to Equal Weight (15 April 2025)

EU Small & Mid Cap - Beneficiaries in a Trump world (11 April 2025)

ESG / Thematic

Conscious Consumer: Where wellness, wealth and values collide (26 January 2026)

Positioning for AI Disruption (EU Edition): Impacts across 30+ industries (20 April 2026)

Food:

Strategic autonomy: food security in focus (1 April 2026)

Supply chain sustainability: 5 themes from sustainability leaders (14 February 2025)

Food Waste: A key input for sustainable technologies (16 Nov 2022)

UK Food Retail: ESG Spotlight - HFSS implementation approaching (21 Mar 2022)

European Retail: ESG: Healthier diets, reduced CO2 (16 Dec 2021)

Fashion:

Virtual Try-On - Ready for Its Close Up in Beauty & Fashion (07 Dec 2022)

Fashion Supply Chains: What if...near-shoring is back in fashion? (29 Apr 2022)

Fashion Resale: Global Consumer Survey - replacing first-hand purchasing is a long way off (28

Feb 2022)

Fashion Resale: See beyond the green (26 Jan 2022)

Global Fashion: Green is the new black (15 Jan 2022)

Consumer electronics:

Electronic Waste: The real value of recycling (12 Oct 2022)