Retail

AI algorithms analyze vast volumes of customer data to provide personalized recommendations and targeted marketing, leading to improved conversion rates and customer retention. Additionally, AI tools are optimizing inventory management and logistics by predicting buying patterns and adjusting stock levels in real time, reducing waste and improving delivery efficiency
Facing heightened policy uncertainty, escalating trade conflicts, and regulatory reversals under a second Trump administration, investors are entering a landscape where volatility is likely to be elevated and episodic.
On August 25, 2025, Keurig Dr Pepper and JDE Peet’s announced a definitive agreement under which KDP will acquire JDE Peet’s in an all-cash transaction valued at approximately €15.7 billion.
On September 2, 2025, Kraft Heinz’s Board unanimously approved a transformative plan to separate the company into two independent and publicly traded companies through a tax-free spin-off, with closing targeted for the second half of 2026.
The deal will be financed through a mix of short- and long-term debt, supported by fully committed bridge financing of $9 billion. Lowe’s management and FBM’s experienced leadership team, led by President and CEO Ruben Mendoza, have emphasized their commitment to ensuring a smooth integration and to maintaining FBM’s strong service reputation.
This acquisition reflects DICK’S Sporting Goods’ strategic ambition to become the undisputed leader in the global sports retail market.
Retail & E-Commerce
The retail and e-commerce sectors have seen significant global growth, fueled by advancements in technology and shifts in consumer preferences.
Sustainable Food
The rise of plant-based foods is transforming the food and beverage industry. These products, like meat substitutes, dairy-free milk, and plant-based seafood, are becoming popular for their health, environmental, and ethical benefits.
Magic of Management
Coca-Cola, and PepsiCo lead with high QoM and 3-year TSR, while Hershey, Kraft Heinz, and Starbucks struggle with leadership. Monster and General Mills excel operationally. Mondelez shows strong governance.
Food and Beverages
The Food and Beverage (F&B) industry in 2024 was navigating through a landscape shaped by global challenges, evolving consumer preferences, and technological innovation.
e-commerce
E-commerce is one of the fastest growing industries. The global e-commerce market was valued at $21.1tn in 2023, up from $5.9tn in 2022.
Sustainable Shopping
The retail and E-commerce industry is growing rapidly due to the factors like rising disposable incomes, rapid digital transformation, and investments in new technologies including AI, ML, AR, VR and IoT.