LVMH results show luxury demand moving at different speeds inside one group, with fashion and leather goods down 5% while selective retailing grew 8%. Alongside that, Just Eat, Amazon, Ocado and Sainsbury's compete for shoppers' time and trust, Albertsons withdraws its outlook, and Flipkart narrows its losses ahead of a listing.
00:00 Intro
00:13 Just Eat: 'Stay Just Where You Are' campaign
00:54 Amazon brings back You Buy, We Donate
01:30 Ocado launches Simple Ingredients aisle
02:11 Sainsbury's SmartLists turn ideas into baskets
02:48 Albertsons withdraws outlook, sales down 0.8%
03:12 LVMH: fashion down 5%, selective retail up 8%
03:37 Flipkart revenue up 18%, losses narrow
Sources:
- Just Eat Takeaway.com: Just Eat Launches 'Stay Just Where You Are' Global Brand Platform Built on the Time Delivery Gives Back https://newsroom.justeattakeaway.com/en-GB/273370-just-eat-takeaway-com-says-stay-just-where-you-are-with-new-global-brand-platform/
- Amazon UK: Amazon Brings Back 'You Buy. We Donate' Until 9 November, Targeting 200,000 Donated Essentials https://www.aboutamazon.co.uk/news/community/amazon-you-buy-we-donate
- Ocado Retail: Ocado Launches Simple Ingredients Aisle as 74% of UK Shoppers Prefer Recognisable Ingredients https://ocadoretail.com/media-centre/press-releases/ocado-launches-simple-ingredients-aisle-as-three-quarters-of-shoppers-seek-recognisable-ingredients/
- Sainsbury's: Sainsbury's Launches SmartLists, AI Shopping Lists Built From Typed Meal Ideas or a Photograph https://corporate.sainsburys.co.uk/news/press-releases/sainsbury-s-launches-smartlists-a-new-ai-powered-way-to-shop/
- Albertsons Companies (SEC filing): Albertsons Identical Sales Fall 0.8%; Fiscal 2026 Outlook Withdrawn Pending a Full Business Review https://www.sec.gov/Archives/edgar/data/1646972/000164697226000059/aciq226earningsrelease.htm
- LVMH: LVMH Third-Quarter Organic Growth 1%: Fashion and Leather Down 5%, Selective Retailing Up 8% https://www.lvmh.com/en/publications/continued-growth-in-the-third-quarter-of-2026
- The Economic Times: Flipkart Internet Revenue Up 18% to Rs 1,45,880 Crore; Net Loss Narrows to Rs 8,468 Crore Ahead of IPO https://m.economictimes.com/news/company/corporate-trends/flipkart-internets-sales-surge-18-losses-shrink-as-the-e-commerce-giant-eyes-a-public-listing/amp_articleshow/134962855.cms
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