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Daily Retail and Luxury News (3 July 2026): AD/JMT/DNP previews, French grocery market share, Inditex CEO interview
研报英文原文证据摘录
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)
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