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Top story AI shopping agents seen threatening Amazon and Walmart's $74B retail media business

Agentic commerce could bypass the sponsored-product placements that underpin the two retailers' fast-growing ad revenue.

full coverage →aiadvertisingretail
David Jones, Australia's oldest department store retailer, enters administration

David Jones' collapse under mounting economic pressure marks a further contraction of legacy department store retail in Australia.

full coverage →retailbankruptcyaustralia
Visa forecasts US holiday retail sales up 4.5%, fastest pace since 2021

The projection lands as retailers enter the holiday season with hiring and discount plans already set.

full coverage →holidayretailforecast
Amazon cuts more retail jobs as it adds over 100 Alexa for Shopping functions

The company is trimming staff while expanding AI-powered shopping features, including a new merchant connector for third-party stores.

full coverage →amazonlayoffsai
Walmart expands retail drone delivery with 300 new Zipline sites; three stores open this month

Walmart is scaling the country's largest retail drone delivery network while adding physical stores in three states.

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McDonald's to roll out AI drive-thru ordering nationwide by 2027

The fast food giant says automated voice ordering could save 50 weekly labor hours, though some franchisees question customer reception.

full coverage →mcdonaldsairestaurants
Elf Beauty Q2 net sales jump 51% on marketing and Europe expansion

Analysts credit Elf's go-to-market execution and Rhode brand strength as growth outpaces pricing-driven gains.

full coverage →beautyearningsretail
Amazon raises seller fees as fees and ads near its own retail sales

Marketplace fees and advertising now approach the scale of Amazon's first-party retail revenue.

full coverage →amazonmarketplacefees
Hong Kong retail sales rise 6.4% in September, extending growth streak to 17 months

Local consumption and inbound tourism continue to lift Hong Kong retail despite mainland economic headwinds.

full coverage →hong-kongretail-saleseconomy
McDonald's Q3 US established restaurants sold slightly less as value push continues

The chain is testing entry-level mix-and-match bundles to restore traffic after missteps with its $3 and Under menu.

full coverage →mcdonaldsearningsconsumer-spending
Italy retail sales rise 1.6% in value but slip 0.1% in volume year on year in September

The gap between value and volume sales points to price inflation rather than real demand growth in Italian retail.

full coverage →italyretail-saleseconomy
Amazon, Instacart and Uber sue over delivery driver law

The platforms are challenging a measure that would reclassify their delivery workers.

full coverage →gig-economylegaldelivery
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