Daily Retail and Luxury News (15 September 2026)

Research evidence excerpt

Equity Research

15 September 2026

Retail Detail

Daily Retail and Luxury News (15

September 2026)

UK Fashion market share, Wickes 1H results, China Retail

sales

UK Mid & Small Cap Leisure/Consumer

NEUTRAL

European Food Retail

NEUTRAL

European General Retail

NEUTRAL

Morning's key headlines (more stories below)

EMEA Internet

Retail:

POSITIVE

• **BARCLAYS RESEARCH: UK Fashion Retail - Industry slowdown deepens, M&S two-

European Luxury Goods & Specialty Retail

year growth guidance looks tougher**

NEUTRAL

• Wickes 1H26 results - read to Kingfisher ahead of 1H results.

• German textile sales down -6% in W37 - Eighth consecutive week of YoY declines.

• Tesco offers free Whoosh delivery with Delivery Saver plans through January 2027.

• Jeronimo Martins to appeal Polish antitrust ruling.

European Food and General Retail

Luxury:

Imogen Doyle

Barclays, UK

• August China Retail Sales.

• Chanel highlights turnaround strategy in new case study by Bof.

• Prada to open Milan flagship on 23 September.

• Loro Piana prioritises exclusivity over volume growth, says Frédéric Arnault.

• Stephan Sturm to step down as Hugo Boss chairman.

Matthew Clements

Barclays, UK

European Luxury Goods & Specialty

Retail

Viktoria Petrova

BBI, Frankfurt

Nabeel Shaikh

Barclays, UK

Carole Madjo

Barclays, UK

Filippo Croce

Barclays, UK

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