每日零售与奢侈品新闻（2026年9月15日）

研报英文原文证据摘录

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

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

covered in its research reports. As a result, investors should be aware that the firm may have a

conflict of interest that could affect the objectivity of this report. Investors should consider this

report as only a single factor in making their investment decision.

This research report has been prepared in whole or in part by equity research analysts based

outside the US who are not registered/qualified as research analysts with FINRA.