MBS Intelligence

Concepts, marketing & creative direction

A subject I love talking about and debating is whether ‘retail theatre’ in supermarkets is still as relevant today as it was in days gone by. Since Covid, all of my repeat supermarket items have been bought on Ocado. It means that I can do my shopping...

FTSE foibles: stopping London losing

Marketing & Strategy

2024 started with 98% of TUI shareholders voting to leave the London Stock Exchange in favour of a dual listing in Hanover and Frankfurt. The company, Europe’s largest travel operator (and a former member of the FTSE 100), argued that delisting from...

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People, leadership & talent

Women to Watch in Hospitality, Travel, Leisure and Retail…

The MBS Group is delighted to present the 2024 edition of the Women to Watch in Hospitality, Travel, Leisure and Retail Index, produced in partnership with WiHTL and Diversity in Retail. Now in its sixth year, the publication highlights more than 100...

Trends, strategy & emerging markets

The future of M&A in beauty: why newness is…

The beauty sector may have reached peak saturation. Over the past few years, it has seemed like everyone – from online influencers to top-tier financiers – has staked their claim in the market, launching brands, incubating startups or making...

Concepts, marketing & creative direction

Shopping for Spring

A subject I love talking about and debating is whether ‘retail theatre’ in supermarkets is still as relevant today as it was in days gone by. Since Covid, all of my repeat supermarket items have been bought on Ocado. It means that I can do my shopping...

Tech & innovation

Human 2.0: in conversation with Patrick Kane, author, advertiser…

Patrick Kane’s email signature reads: he/him/disabled. “This isn’t because I want more time to complete tasks, or because I need reasonable adjustments,” he says, “but because when I solve a client’s problem, I want them to know that a...

Diversity & inclusion

Human 2.0: in conversation with Patrick Kane, author, advertiser…

Patrick Kane’s email signature reads: he/him/disabled. “This isn’t because I want more time to complete tasks, or because I need reasonable adjustments,” he says, “but because when I solve a client’s problem, I want them to know that a...

ESG (Environmental, Social & Governance)

From Cape Town to Camden: gardens with purpose

On the 1st July 2019, Dorp opened its doors to the public in Cape Town. Since then, my annual visit ‘home’ to South Africa has brought me to this hotel/home from home, on the highest hill underneath Signal Hill and across from Table Mountain. The...

Events & Thought Leadership

Thought Leadership

What can sports learn from the consumer playbook?

In whichever direction you look, the sports industry is transforming: fan habits are evolving, games are getting more diverse and sport media is being reimagined. The space is also becoming increasingly global, attracting billions of dollars in...

 

The power and purpose of the Senior Independent Director

In the early 2000s, the UK saw two high-profile business failures. In 2001, the industrial giant Marconi broke records by generating an overall loss of £5bn, following a misguided strategy of acquisitions. Around the same time, insurance firm Equitable...

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MBS News

Retail

12 April 2024 - 8:15

Fortress acquires discount retailer Poundstretcher The private equity firm has announced the acquisition of Poundstretcher, adding the discount retailer to its portfolio of businesses that includes Majestic Wine and Punch pubs group. Poundstretcher currently operates more than 320 stores across the UK. Read more on Retail Week

12 April 2024 - 8:13

Fast Retailing posts rise in sales and profits The owner of Uniqlo has reported a spike in both sales and profits for the first half of its financial year, boosted by a strong performance in all geographies. Operating profit increased 16.7% to £1.34bn in the six months to the end of February 2024. Read more on Retail Week

Consumer Goods & Services

12 April 2024 - 8:45

Corona beer maker forecasts better-than-expected results Constellation Brands has issued a strong annual forecast, following a positive set of quarterly results. The business has posted net sales of $2.14bn for the fourth quarter, compared with analyst estimates of $2.10bn. Read more on European Supermarket Magazine

12 April 2024 - 8:36

Kao Corporation doubles down on EMEA business The Japanese beauty firm is looking to more than double sales in its EMEA unit over the next six years, and is investing in growing its Bondi Sands brand to achieve this. Kao bought the Bondi Sands self-tanning brand last year for around $450m. Read more on Cosmetics Business

Fashion, Lifestyle & Luxury

12 April 2024 - 8:27

Christian Louboutin eyes €1bn in revenues Fashion house Christian Louboutin has said that it is "advancing towards the goal of topping the €1 billion revenue mark." The business, which is owned by Exor, has said that it is exploring new categories and collaborating with brands. Read more on Fashion Network

11 April 2024 - 7:53

TFG gets new funding package to boost growth The owner of UK womenswear brands Hobbs, Whistles and Phase Eight has secured a £90m refinancing package to help accelerate growth. TFG acquired the three brands in the last ten years, and returned to profit in 2023. Read more on Fashion Network

Digital

12 April 2024 - 8:41

Earnings beat expectations at Rent the Runway The fashion rental platform has reported fourth-quarter revenue and adjusted earnings above expectations, clocking adjusted EBITDA of $11.2m, up from $7.1m in the same quarter the prior year. Read more on Business of Fashion

12 April 2024 - 8:09

Amazon opens £600m fulfilment centre powered by robotics and AI The ecommerce giant has opened its £600m European fulfilment centre network, revealing a fleet of robots that it will use to speed up deliveries and increase efficiency in fulfilment centres in the UK and across Europe. Read more on Retail Week

Private Equity

11 April 2024 - 8:38

NRDC Equity Partners and BB Kapital buy German department store business Galeria The investment firms have bought Galeria for an undisclosed sum, lifting the department store chain out of bankruptcy. Galeria currently operates 90 stores in Germany, generating €2.2bn in sales annually. Read more on WWD

9 April 2024 - 8:23

Blackstone closes in on deal to take L’Occitane private According to reports, the private equity giant Blakestone is nearing a deal to take Hong Kong-listed skincare company L'Occitane International private. The French cosmetics company owns its eponymous brand, as well as Elemis, Sol de Janeiro and others. Read more on Reuters

Travel, Leisure & Hospitality

12 April 2024 - 8:20

UK’s largest pub company returns to profitability in Q1 Stonegate Group has swung back to profit in the first quarter of the financial year, achieving adjusted EBITDA of £117m. The pub giant reported growth across all operating formats, with double-digit growth in the key trading weeks over Christmas. Read more on Propel Hospitality

12 April 2024 - 8:18

Chestnut sees uptick in turnover for the full year The pub group has seen turnover increase to around £27.5m, and site EBITDA soar 220% to reach £6.2m for the year ending 31 March 2024. The company has said it will be expanding its portfolio in this financial year. Read more on Propel Hospitality

Arts Agenda & Recommended Reading