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neilretail.com
Neil Saunders
@neilretail.com
350 followers 21 following 14K posts
Managing Director at GlobalData. Retail analyst.
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neilretail.com
Neil Saunders @neilretail.com · 9m
🇺🇸 PepsiCo earnings top estimates as international markets fuel sales growth www.cnbc.com/2025/10/09/p...
PepsiCo earnings top estimates as international markets fuel sales growth
The food and beverage giant PepsiCo reiterated its full-year forecast.
www.cnbc.com
neilretail.com
Neil Saunders @neilretail.com · 27m
🇺🇸 Uniqlo to expand US footprint www.retaildive.com/news/uniqlo-...
Uniqlo to expand US footprint
The retailer’s upcoming Chicago and San Francisco locations mark its first flagship stores in the U.S. outside of New York City.
www.retaildive.com
neilretail.com
Neil Saunders @neilretail.com · 49m
🇺🇸 Fashion retailers new and old embrace exclusives as a path to growth www.glossy.co/fashion/fash...
Fashion Briefing: Fashion retailers new and old embrace exclusives as a path to growth
Exclusivity remains a go-to strategy for online fashion retailers and shopping platforms as they seek to lure in brands and customers. That goes for established players like Farfetch, as well as new…
www.glossy.co
neilretail.com
Neil Saunders @neilretail.com · 1h
🇺🇸 Walmart's ingredient changes were not spurred by 'MAHA', exec says www.modernretail.co/operations/w...
Walmart's ingredient changes were not spurred by 'MAHA', exec says
A Walmart leader said the "MAHA" movement "wasn't our impetus" for removing synthetic dyes and other artificial ingredients from food items.
www.modernretail.co
neilretail.com
Neil Saunders @neilretail.com · 1h
🇺🇸 Stitch Fix pilots generative AI style experience www.retaildive.com/news/stitch-...
Stitch Fix pilots generative AI style experience
Stitch Fix Vision uses tech to provide clients with an image of their likeness in different environments wearing shoppable outfits.
www.retaildive.com
neilretail.com
Neil Saunders @neilretail.com · 1h
🇺🇸 The Fed still hasn’t defeated high inflation. Has it failed? www.cnn.com/2025/10/09/e...
The Fed still hasn’t defeated high inflation. Has it failed? | CNN Business
The Federal Reserve stepped in last month to safeguard America’s labor market, cutting rates by a quarter point to shore up a slowdown in hiring. But it has another equally important problem still to…
www.cnn.com
neilretail.com
Neil Saunders @neilretail.com · 2h
🇺🇸 Levi Strauss raises prices, helping to boost profit and outlook www.cnbc.com/2025/10/09/l...
Levi Strauss raises prices, helping to boost profit and outlook
Levi Strauss is raising prices across its assortment but said consumer demand is so far holding steady.
www.cnbc.com
neilretail.com
Neil Saunders @neilretail.com · 2h
🇺🇸 Sam's Club is changing its Sunday store hours, beginning this weekend www.usatoday.com/story/money/...
Sam's Club is changing its Sunday store hours, beginning this weekend
Sam's Club confirmed to USA TODAY it will have new hours for its warehouses on Sundays, beginning Oct. 12. Here's what members need to know.
www.usatoday.com
neilretail.com
Neil Saunders @neilretail.com · 2h
🇺🇸 PepsiCo volumes slide as chief cites ‘constructive’ talks with Elliott
PepsiCo volumes slide as chief cites ‘constructive’ talks with Elliott
Weakness in North America comes as activist pressures management to deliver turnaround
www.ft.com
neilretail.com
Neil Saunders @neilretail.com · 3h
🇺🇸 Fat jabs take the fizz out of Pepsi sales
Fat jabs take the fizz out of Pepsi sales
PepsiCo, which owns Walkers, Doritos and Pipers Crisps, said the volume of goods sold by its food and drink arms fell 1% in the third quarter.
www.thisismoney.co.uk
neilretail.com
Neil Saunders @neilretail.com · 3h
🇬🇧 Consumer caution ahead of Budget drives drop in footfall
Consumer caution ahead of Budget drives drop in footfall – BRC
Total UK footfall was down by 1.8% in September compared to a year earlier, according to BRC-Sensormatic data.
www.standard.co.uk
neilretail.com
Neil Saunders @neilretail.com · 4h
🇬🇧 Richard Desmond’s lottery court fight draws in ex-Sainsbury’s boss Justin King
Richard Desmond’s lottery court fight draws in ex-Sainsbury’s boss Justin King
Media tycoon’s Northern & Shell sues Gambling Commission over bid to run UK’s National Lottery
www.ft.com
neilretail.com
Neil Saunders @neilretail.com · 4h
🇬🇧 Very Group hires Superdrug exec as retail media boss
Very Group hires Superdrug exec as retail media boss - Retail Gazette
Very Group has named Superdrug exec Paul Stafford as its new head of retail media.
www.retailgazette.co.uk
neilretail.com
Neil Saunders @neilretail.com · 4h
🇬🇧 Morrisons launches on-demand delivery service
Morrisons launches on-demand delivery service
The supermarket giant has today launched Morrisons Now, an on-demand delivery service where customers can order up to 30 items to be delivered within 60 minutes.
www.retail-week.com
neilretail.com
Neil Saunders @neilretail.com · 4h
🇬🇧 Shoplifting — a war that’s hurting retailers and law-abiding people
Shoplifting — a war that’s hurting retailers and law-abiding people
Also in this week’s newsletter: signs of life in London’s IPO market
www.ft.com
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 LK Bennett targets younger demographic with new LKB range
LK Bennett targets younger demographic with new LKB range
LK Bennett has launched its new LKB London collection as the luxury fashion brand looks to target a younger demographic, Retail Week can reveal.
www.retail-week.com
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 Australian womenswear brand Kookai to return to UK high street
Australian womenswear brand Kookai to return to UK high street
Australian womenswear brand Kookai is returning to UK physical retail for the first time in over a decade, and is in the process of agreeing a deal for a new store in central London, Retail Week can…
www.retail-week.com
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 Kingfisher names new CCO
Kingfisher names new CCO - Retail Gazette
Kingfisher has appointed Debarati Sen as its new chief commercial officer (CCO).
www.retailgazette.co.uk
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 Alo Yoga expands UK footprint with four new stores
Alo Yoga expands UK footprint with four new stores - Retail Gazette
Alo Yoga is expanding across the UK with four new shops on the way.
www.retailgazette.co.uk
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 The Very Group poaches former Supedrug retail media boss
The Very Group poaches former Supedrug retail media boss
The Very Group has tapped former Superdrug head of retail media Paul Stafford to run its own Very Media Group.
www.retail-week.com
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 Higher interest rates will strengthen household spending, Bank policymaker says
Higher interest rates will strengthen household spending, Bank policymaker says
Catherine Mann said interest rates need to stay higher for longer in order to tackle elevated inflation in the UK.
www.standard.co.uk
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 Families 'scarred' by years of high inflation, Bank of England warns
Families 'scarred' by years of high inflation, Bank of England warns
Bank official Catherine Mann (pictured) said the inflation shock of 2021-22 means prices are now 30% higher than they were in 2019 pre-Covid.
www.thisismoney.co.uk
neilretail.com
Neil Saunders @neilretail.com · 5h
🇬🇧 Morrisons faces mounting staff backlash to efficiency app rollout
Morrisons faces mounting staff backlash to efficiency app rollout
Supermarket giant Morrisons has sparked a backlash among its workforce, as the retailer rolls out an app that records how long staff take to replenish stock, Retail Week can reveal.
www.retail-week.com
neilretail.com
Neil Saunders @neilretail.com · 6h
🇬🇧 Upper Crust owner SSP shrugs off strikes to reveal a 7% rise in sales
Upper Crust owner SSP shrugs off strikes to reveal a 7% rise in sales
Overall sales rose 8% to £3.7bn in the year to September, against 'a softer demand environment' in key travel spots.
www.thisismoney.co.uk
neilretail.com
Neil Saunders @neilretail.com · 6h
🇬🇧 ‘Scarred’ Britons are afraid to spend, says Bank of England official
‘Scarred’ Britons are afraid to spend, says Bank of England official
Catherine Mann blames ‘high and volatile inflation’ for recent consumer behaviour
www.telegraph.co.uk