Reasons to Read

Uncover how steady top-line growth is colliding with margin pressure and AI-fueled transformation across global retail and consumer sectors.

Read this report to discover answers to these and other questions:

• Consumer Packaged Goods: How are Danone and Nestlé balancing volume, pricing and marketing investment to drive organic growth while managing commodity inflation and margin pressure?
• E-Commerce: How is eBay accelerating revenue and GMV growth through AI-powered listings, agentic search and Live commerce—and what does guidance signal for FY26?
• Food Retail: How are Carrefour and Sprouts navigating cautious consumers, price sensitivity and expansion plans while scaling e-commerce and private label?
• Home and Home Improvement: How are Floor & Decor and Wayfair managing softer demand and housing headwinds while investing in store expansion, loyalty and technology?
• Luxury: How is Moncler sustaining DTC-led growth and brand elevation amid FX headwinds and shifting luxury consumer preferences?
• Mass Merchandiser: How is Walmart growing operating income faster than sales through e-commerce, retail media, membership and AI-driven supply chain investments?

Companies mentioned in this report include: Danone, Nestlé, eBay, Carrefour, Sprouts Farmers Market, Floor & Decor, Wayfair, Moncler and Walmart.

Data in this report include: company-reported revenue, organic sales and comparable sales trends; regional and channel performance highlights; margin and cost commentary; and updated full-year guidance across key consumer sectors.