For Frasers the outlay is small, about $80 million, but it follows a pattern: the owner of Sports Direct takes holdings in brands it sells, which has in the past led to closer supply arrangements or, as with Hugo Boss…
The deal moves Uber Eats from single consumer orders into group and corporate orders, where the ticket is many times larger. Restaurant chains that sell catering gain a bigger ordering channel but also deal with one…
The pulled deal followed Holtec Nuclear's suspended and later withdrawn IPO and Bamboo Insurance's delayed listing, a sign that a spike in bond yields and fears of more Federal Reserve rate hikes had narrowed the…
Amazon and Google have invested billions in Anthropic and supply its cloud infrastructure, so a listing would put a public price on their stakes, and its compute commitments are future revenue for their cloud units and…
Information Technology · Communication Services · Consumer DiscretionaryReuters (via The Star) ↗
Lennar is one of the two largest US homebuilders and reports a month ahead of most peers, so its orders and margins are an early reading for the group. The figures show the cost of keeping sales moving at these…
The August numbers show energy costs moving back into consumer prices after the summer dip: gasoline directly, and air fares through jet fuel. That is revenue for refiners and for airlines able to pass fuel costs on…
Home resales drive commission income for listed brokerages and portal operators, loan volume for mortgage lenders and title insurers, and follow-on spending at home-improvement, furniture and appliance retailers. Fewer…
Walmart is the largest US retailer and grocer, so its quarter is the broadest single reading of household spending on everyday goods. Growth came mostly from more visits and from online orders, with comparable sales…
Retail sales are the monthly read on revenue for listed store chains, e-commerce companies, carmakers and dealers, and restaurant groups. July's fall was concentrated in online and vehicle purchases, the larger and…
A shrinking payroll count alongside inflation above 3% sharpened the Fed's dilemma between supporting jobs and containing prices. Weaker hiring hits consumer-facing retailers and restaurants through slower income…
Consumer Discretionary · Financials · Health CareFox Business ↗
A price below book value is a marker of where smaller US homebuilders were being valued while mortgage rates stayed high. The deal continues consolidation in the sector, where scale lowers land, labour and materials…
Amazon's capex plan of $220 billion for 2026, $20 billion more than before, is the largest single-company figure among the cloud providers and turned free cash flow to negative $7.6 billion from an $18.2 billion inflow…
Consumer Discretionary · Information TechnologyFortune ↗
The release gives two different readings for listed companies. Private demand, the part that drives sales at retailers, travel firms, manufacturers and lenders, grew 3.9%, faster than the headline. The slowdown came…
The new duties apply to imports from 60 trading partners, including the EU, so retailers, apparel and footwear brands, consumer-electronics sellers and manufacturers that rely on imported parts keep paying a broad…
The tariffs raise landed costs for US importers and sellers of the covered goods, including furniture retailers, beverage distributors and buyers of Canadian cement, and risk Canadian retaliation against US exporters…
Cheaper fuel puts money back in household budgets, which supports spending at retailers, restaurants and travel companies, while it lowers the selling price for refiners and fuel retailers. For banks, insurers and…
Consumer Discretionary · Consumer Staples · Energy · FinancialsEmpower ↗
With headline inflation at 4.2% but core still below 3%, the shock was concentrated in fuel, which raises costs for airlines, truckers and delivery companies and eats into lower-income households' discretionary…
Consumer Discretionary · Consumer Staples · EnergyFox Business ↗
A fuel-driven jump in headline inflation squeezes household budgets, which matters most for retailers, restaurants and travel companies whose customers are paying more at the pump. Because core inflation stayed…
Consumer Discretionary · Consumer Staples · EnergyFox Business ↗
Fuel is the biggest swing cost for airlines and cruise lines: United rose 7.9% and Carnival 11.2% on the day. For oil producers and refiners the move works the other way, cutting realised prices from the wartime peak…
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