Retail Detail (UK retail sales, M&S Philippines franchise, German textile sales)

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Retail Detail (UK retail sales, M&S Philippines franchise, German textile sales)

Equity Research

9 June 2026

Retail Detail

Daily Retail and Luxury News (9

June 2026)

UK retail sales, M&S Philippines franchise, German textile UK Mid & Small Cap Leisure/Consumer

sales NEUTRAL

European Food Retail

NEUTRAL

European General Retail

Morning's key headlines (more stories below) EMEANEUTRALInternet

Retail: POSITIVE

• UK retail sales up +3.7% in May, driven by heatwave. European Luxury Goods & Specialty Retail

• M&S signs franchise deal with new partner in the Philippines. NEUTRAL

• German textile sales down -4% in W23 as weather cooled. European Food and General Retail

• ASDA chair says turnaround on track. Matthew Clements

• Topshop resumes shipments to Ireland. +44 (0)20 7773 6018

matthew.clements@barclays.com

Luxury: Barclays, UK

• China's cautious consumers favour top luxury brands Imogen Doyle

• Luxury retail in China sees shift to flagship openings +44 (0)20 7773 2605

• Fashion deal activity slowdown as investors turn selective imogen.doyle@barclays.com

Barclays, UK

• Dubai a growing hub for luxury watches and resale market.

European Luxury Goods & Specialty

Retail

Viktoria Petrova

+49 (0)69 7161 1052

Barclays upcoming events viktoria.petrova@barclays.com BBI, Frankfurt

**Analyst Access: Barclays: Q2 Luxury results: Setting the scene (12 June

Carole Madjo

2026)** Join our analysts (Viktoria Petrova, Carole Madjo, Filippo Croce) for a +44 (0)20 3134 3168

discussion on the trends they are seeing in the Luxury Goods sector ahead of the Q2 carole.madjo@barclays.com

reporting season. The discussion will focus on what has been happening in the Barclays, UK

broader industry since Q1 (and our interpretation of it) as well as our views on which

Filippo Croce