Guidance
This coverage focuses on trading guidance, financial outlooks, and performance updates issued by UK retail businesses. Retail Sector reports on company forecasts, profit warnings, earnings revisions, and strategic updates that shape investor sentiment and corporate planning across the retail industry. Coverage includes analysis of market reactions, executive commentary, and sector-wide trends influencing guidance from leading retailers. For retail professionals, this category provides critical insights into financial health, market expectations, and business confidence driving decision-making within the UK retail economy.
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Sep- 2025 -15 SeptemberElectrical
AO World HY group revenue expected to rise 13%
AO World has announced that its group revenue is expected to rise 13% year-on-year for the six months ended 30 September 2025. Alongside this, the company revealed that it expects its B2C retail revenues to increase 11%. As a result, the company reiterated its FY26 revenue guidance of double-digit B2C…
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15 SeptemberSupermarkets
Sainsbury’s ends Argos sale talks with JD.com
Sainsbury’s has ended talks with Chinese retailer JD.com over a potential sale of its Argos business after revised conditions were deemed unacceptable. The supermarket said JD.com was only prepared to continue discussions on “a materially revised set of terms and commitments” that it judged were not in the interests of…
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11 SeptemberHealth & Beauty
THG revenues fall in H1 but Q2 rebound lifts confidence
THG has revealed it delivered a first-half performance in line with guidance, as the company returned to revenue growth in Q2 with momentum continuing into H2. For the six months to 30 June 2025, the group stated that trading momentum from Q2 into Q3 continues to build positively, with the…
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9 SeptemberSupply Chain
ASOS signs landmark agreement to secure supply chain workers’ rights
ASOS has signed a legally-binding, landmark agreement with the International Transport Workers’ Federation (ITF) to protect transport workers’ rights and safety across its supply chains. Under a legally-binding human rights due diligence (HRDD) agreement, ASOS and the ITF will cooperate in conducting HRDD in ASOS’ transport operations and logistics. ITF…
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3 SeptemberLuxury Goods
Watches of Switzerland on track to meet guidance despite tariff woes
Watches of Switzerland (WOS) has revealed it is on track to deliver a “good” H1 FY26 in line with its expectations despite the impact of Donald Trump’s tariffs. The company stated that it saw consistently strong trading throughout the period, particularly in the US despite the announcement of increased tariffs…
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3 SeptemberPeople Moves
John Lewis appoints former Tesco exec as Waitrose MD
The John Lewis Partnership has appointed Tom Denyard as the managing director of Waitrose. Denyard moves from Tesco, where he has held a number of senior roles including managing director of Tesco Online, CEO of Tesco Mobile and COO of Tesco stores in Malaysia. He also held various positions in…
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Aug- 2025 -29 AugustPeople Moves
Frasers Group appoints Sir Jon Thompson as new chair
Frasers Group has appointed Sir Jon Thompson as its new chair, succeeding David Daly, who will step down at the company’s annual general meeting on 24 September after eight years on the board. Thompson joined the retailer as a non-executive director in June 2024. A former chief executive of the…
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29 AugustClothing & Shoes
Frasers appoints new chair and nears NED appointment
Frasers has announced the appointment of Sir Jon Thompson as its new chair, replacing David Daly who steps down after eight years in the role. The company is also close to appointing Andy Lyon as non-executive director to the board and expects to make a further announcement in due course…
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20 AugustDIY
Hobbycraft creates new sales channel with Hobbycraft TV launch
Hobbycraft is set to launch Hobbycraft TV, a dedicated video channel offering daily demonstrations and tutorials to support makers of all skill levels. The service will go live on Freeview Channel 97 from 7.30am on 4 September, and will also be available online at hobbycraft.co.uk/TV and on the brand’s YouTube…
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20 AugustSupermarkets
Lidl launches ‘Live Well’ health and sustainability logo
Lidl GB has become the first discount supermarket to introduce a health marker across its own-label products. The ‘Live Well’ logo, designed to help shoppers identify healthier options in store, will apply to more than 100 items including fruit, vegetables, wholegrains and plant-based proteins. It will begin appearing on shelves…
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