News
Carrefour cuts 2026 targets after the 17-18 October looting in France
Sales rose 2.3% like-for-like in Q3, but the riots are expected to cost €80-200 million of 2026 operating income. The shares fell more than 12%.
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01The global briefing
All newsUK retail sales slow to 1.3% growth in September
The BRC-KPMG monitor shows non-food sales almost flat (+0.3%). British households are waiting for the Budget before spending.
13 October 2026
Uniqlo: North America and Europe now outweigh China
Fast Retailing closes its year on ¥3.96 trillion in sales and a fifth straight record operating profit. Its growth has moved to another…
9 October 2026
Euro area retail barely picks up in August
Up 0.1% month on month after a 0.6% drop in July. Non-food carries the gain, fuel falls, and Germany is still down year…
9 October 2026
China retail sales grow just 0.4% in August
Car sales fall 18.5% and drag the whole market down. Excluding autos, growth reaches 2.5%. Convenience stores and supermarkets gain ground on department…
9 October 2026
02Data & money
All features
Data & money
Spain’s shopping centres: four listed landlords hold about a tenth of the floor space
Carmila, Merlin, URW and Klépierre publish their Spanish asset lists: about 1.8 million m² out of 16.9 million. Who owns what, and what…
26 October 2026
Data & money
Unibail-Rodamco-Westfield: fuller malls, lower earnings per share
URW’s mall vacancy is down to a record 3.9% and rents on new leases are rising, yet its 2026 earnings per share guidance…
26 October 2026
Data & money
Brazil’s malls: three listed landlords hold close to a fifth of the floor space
Allos, Multiplan and Iguatemi hold 83 of Brazil’s 658 malls but close to a fifth of its leasable space. What their latest results…
26 October 2026
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