A cited briefing for your next retail decision.
What moved, what it means for you and what to watch. Every figure cited to our verified reports or the page it came from.
- Reading our verified reports
- Planning the questions
- Searching the web for what they lack
- Drafting
- Checking every figure against its source
- Drawing the charts
Usually 3 to 6 minutes. You can leave this page: the briefing is listed here when you come back.
Your briefings
Start from a decision
Read one first
Quick commerce: defend existing stores before adding metro grocery space
Bernstein’s July 2026 estimate that 90% of new dark stores draw from existing demand makes another overlapping metro grocery lease harder to justify than defending an…
7 of our reports · 29 web sources · 3 charts
Defend value fashion against Trent; open grocery stores selectively.
Trent’s Q2 FY27 standalone revenue grew 23%, making value-fashion catchments a defensive priority—but its latest existing-store growth was much weaker than its headline…
10 of our reports · 34 web sources · 4 charts
Put grocery and selective apparel first; keep smartphone stock commitments tight.
Give grocery first claim on replenishment: RAI recorded August 2026 food and grocery sales growth of 12% year-on-year.
6 of our reports · 21 web sources · 3 charts
How each figure gets there
- Our verified reports first. The strongest of the signals we have checked on the topic.
- The web for what they lack. Filings, store counts, results. A line is kept only with the page it cites.
- A standards editor reads the draft. Any figure its source does not state is fixed or cut before it prints.